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 | $29,372 | $57,016-48.5% | $84,966-65.4% | $80,856-63.7% |
| Participation rate | 20.9% | 56.3%-35.5pp | 67.5%-46.6pp | 67.6%-46.7pp |
| Annual return | 13.62% | 21.66%-8.0pp | 66.38%-52.8pp | 35.59%-22.0pp |
| Employer contribution / active EE | $380 | $1,798-78.9% | $2,727-86.1% | $2,755-86.2% |
| Participant deferral / active EE | $1,876 | $3,110-39.7% | $4,519-58.5% | $4,296-56.3% |
| Admin fee / account holder | $638 | $4,980-87.2% | $6,149-89.6% | $6,918-90.8% |