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 | $30,192 | $112,729-73.2% | $98,716-69.4% | $137,256-78.0% |
| Participation rate | 44.4% | 74.2%-29.8pp | 69.3%-24.8pp | 80.0%-35.5pp |
| Annual return | 19.79% | 38.48%-18.7pp | 31.81%-12.0pp | 220.34%-200.6pp |
| Employer contribution / active EE | $703 | $2,725-74.2% | $2,279-69.2% | $4,156-83.1% |
| Participant deferral / active EE | $4,452 | $4,640-4.1% | $4,048+10.0% | $6,407-30.5% |
| Admin fee / account holder | $325 | $10,129-96.8% | $8,703-96.3% | $12,270-97.4% |