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 | $10,739 | $81,248-86.8% | $155,509-93.1% | $80,856-86.7% |
| Participation rate | 22.2% | 66.2%-44.0pp | 78.2%-56.0pp | 67.6%-45.4pp |
| Annual return | 73.57% | 33.31%+40.3pp | 64.67%+8.9pp | 35.59%+38.0pp |
| Employer contribution / active EE | $956 | $3,100-69.2% | $4,672-79.5% | $2,755-65.3% |
| Participant deferral / active EE | $1,148 | $3,452-66.7% | $5,626-79.6% | $4,296-73.3% |
| Admin fee / account holder | $319 | $7,997-96.0% | $15,912-98.0% | $6,918-95.4% |