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 5-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 | $59,931 | $86,929-31.1% | $102,423-41.5% | $80,856-25.9% |
| Participation rate | 39.3% | 72.4%-33.1pp | 76.5%-37.2pp | 67.6%-28.4pp |
| Annual return | 13.61% | 18.88%-5.3pp | 29.32%-15.7pp | 35.59%-22.0pp |
| Employer contribution / active EE | $781 | $2,369-67.1% | $3,023-74.2% | $2,755-71.7% |
| Participant deferral / active EE | $1,859 | $4,118-54.9% | $5,053-63.2% | $4,296-56.7% |
| Admin fee / account holder | $671 | $8,049-91.7% | $9,451-92.9% | $6,918-90.3% |