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 | $30,009 | $81,446-63.2% | $103,374-71.0% | $80,874-62.9% |
| Participation rate | 51.9% | 66.9%-15.0pp | 74.5%-22.7pp | 67.6%-15.8pp |
| Annual return | 11.58% | 25.57%-14.0pp | 24.89%-13.3pp | 35.62%-24.0pp |
| Employer contribution / active EE | $953 | $3,107-69.3% | $3,869-75.4% | $2,756-65.4% |
| Participant deferral / active EE | $1,717 | $3,870-55.6% | $5,058-66.1% | $4,297-60.0% |
| Admin fee / account holder | $816 | $6,715-87.8% | $8,394-90.3% | $6,935-88.2% |