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 | $22,943 | $56,053-59.1% | $75,972-69.8% | $80,856-71.6% |
| Participation rate | 18.2% | 62.0%-43.9pp | 69.1%-50.9pp | 67.6%-49.5pp |
| Annual return | 16.12% | 20.53%-4.4pp | 359.55%-343.4pp | 35.59%-19.5pp |
| Employer contribution / active EE | $627 | $1,874-66.5% | $2,685-76.6% | $2,755-77.2% |
| Participant deferral / active EE | $2,494 | $3,052-18.3% | $4,255-41.4% | $4,296-41.9% |
| Admin fee / account holder | $5,361 | $5,234+2.4% | $6,467-17.1% | $6,918-22.5% |