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 | $11,530 | $56,060-79.4% | $76,002-84.8% | $80,874-85.7% |
| Participation rate | 48.6% | 62.0%-13.4pp | 69.1%-20.5pp | 67.6%-19.0pp |
| Annual return | 15.20% | 20.54%-5.3pp | 360.07%-344.9pp | 35.62%-20.4pp |
| Employer contribution / active EE | $606 | $1,873-67.7% | $2,688-77.5% | $2,756-78.0% |
| Participant deferral / active EE | $1,402 | $3,051-54.0% | $4,257-67.1% | $4,297-67.4% |
| Admin fee / account holder | $1,224 | $5,237-76.6% | $6,414-80.9% | $6,935-82.4% |