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 | $23,588 | $108,172-78.2% | $77,482-69.6% | $158,922-85.2% |
| Participation rate | 37.5% | 64.4%-26.9pp | 54.2%-16.7pp | 82.0%-44.5pp |
| Annual return | 14.21% | 31.67%-17.5pp | 54.79%-40.6pp | 302.83%-288.6pp |
| Employer contribution / active EE | $815 | $1,325-38.5% | $986-17.4% | $4,761-82.9% |
| Participant deferral / active EE | $1,759 | $2,456-28.4% | $1,861-5.5% | $5,982-70.6% |
| Admin fee / account holder | $6,333 | $3,708+70.8% | $2,858+121.6% | $11,246-43.7% |