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 | $25,888 | $71,050-63.6% | $93,606-72.3% | $80,856-68.0% |
| Participation rate | 35.1% | 60.4%-25.3pp | 68.7%-33.6pp | 67.6%-32.5pp |
| Annual return | 13.62% | 11.26%+2.4pp | 133.20%-119.6pp | 35.59%-22.0pp |
| Employer contribution / active EE | $718 | $1,564-54.1% | $2,420-70.3% | $2,755-73.9% |
| Participant deferral / active EE | $1,811 | $4,034-55.1% | $4,411-58.9% | $4,296-57.8% |
| Admin fee / account holder | $4,882 | $6,945-29.7% | $8,285-41.1% | $6,918-29.4% |