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 | $51,829 | $117,983-56.1% | $101,794-49.1% | $142,382-63.6% |
| Participation rate | 20.8% | 74.2%-53.4pp | 69.2%-48.4pp | 80.1%-59.3pp |
| Annual return | 18.32% | 36.92%-18.6pp | 30.53%-12.2pp | 217.08%-198.8pp |
| Employer contribution / active EE | $774 | $2,773-72.1% | $2,289-66.2% | $4,299-82.0% |
| Participant deferral / active EE | $1,183 | $4,714-74.9% | $4,084-71.0% | $6,507-81.8% |
| Admin fee / account holder | $18,376 | $10,433+76.1% | $8,777+109.4% | $12,624+45.6% |