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 7-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 | $12,775 | $60,022-78.7% | $88,946-85.6% | $84,808-84.9% |
| Participation rate | 40.0% | 57.8%-17.8pp | 68.8%-28.8pp | 68.3%-28.3pp |
| Annual return | 16.27% | 22.43%-6.2pp | 57.82%-41.5pp | 40.90%-24.6pp |
| Employer contribution / active EE | $1,047 | $1,703-38.5% | $2,555-59.0% | $2,631-60.2% |
| Participant deferral / active EE | $1,704 | $3,114-45.3% | $4,581-62.8% | $4,212-59.6% |
| Admin fee / account holder | $2,309 | $4,811-52.0% | $8,261-72.1% | $7,344-68.6% |