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 6-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 | $15,345 | $60,022-74.4% | $88,946-82.7% | $84,808-81.9% |
| Participation rate | 29.0% | 57.8%-28.8pp | 68.8%-39.8pp | 68.3%-39.3pp |
| Annual return | 17.76% | 22.43%-4.7pp | 57.82%-40.1pp | 40.90%-23.1pp |
| Employer contribution / active EE | $318 | $1,703-81.3% | $2,555-87.5% | $2,631-87.9% |
| Participant deferral / active EE | $799 | $3,114-74.3% | $4,581-82.6% | $4,212-81.0% |
| Admin fee / account holder | $1,532 | $4,811-68.1% | $8,261-81.5% | $7,344-79.1% |