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 | $28,652 | $27,839+2.9% | $58,482-51.0% | $71,457-59.9% |
| Participation rate | 24.6% | 34.5%-9.9pp | 50.9%-26.2pp | 67.9%-43.3pp |
| Annual return | 21.25% | 26.81%-5.6pp | 4239.32%-4218.1pp | 28.85%-7.6pp |
| Employer contribution / active EE | $626 | $631-0.7% | $1,053-40.6% | $2,588-75.8% |
| Participant deferral / active EE | $1,068 | $1,206-11.4% | $1,924-44.5% | $4,289-75.1% |
| Admin fee / account holder | $3,882 | $1,641+136.6% | $2,516+54.3% | $1,587+144.5% |