See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 3-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,157 | $74,927-35.7% | $101,794-52.7% | $84,808-43.2% |
| Participation rate | 10.9% | 61.4%-50.5pp | 69.2%-58.2pp | 68.3%-57.4pp |
| Annual return | 32.41% | 18.70%+13.7pp | 30.53%+1.9pp | 40.90%-8.5pp |
| Employer contribution / active EE | $0 | $1,522-100.0% | $2,289-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $3,286 | $3,099+6.0% | $4,084-19.5% | $4,212-22.0% |
| Admin fee / account holder | $3,704 | $6,514-43.1% | $8,777-57.8% | $7,344-49.6% |