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 | $61,053 | $106,749-42.8% | $145,433-58.0% | $82,448-26.0% |
| Participation rate | 26.9% | 75.6%-48.7pp | 82.1%-55.2pp | 68.1%-41.1pp |
| Annual return | 17.72% | 27.59%-9.9pp | 66.58%-48.9pp | 41.64%-23.9pp |
| Employer contribution / active EE | $925 | $3,444-73.1% | $4,554-79.7% | $2,551-63.7% |
| Participant deferral / active EE | $2,979 | $6,519-54.3% | $7,897-62.3% | $4,139-28.0% |
| Admin fee / account holder | $389 | $8,390-95.4% | $13,129-97.0% | $7,234-94.6% |