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 | $112,729-54.0% | $98,716-47.5% | $137,256-62.2% |
| Participation rate | 20.8% | 74.2%-53.4pp | 69.3%-48.5pp | 80.0%-59.1pp |
| Annual return | 18.32% | 38.48%-20.2pp | 31.81%-13.5pp | 220.34%-202.0pp |
| Employer contribution / active EE | $774 | $2,725-71.6% | $2,279-66.0% | $4,156-81.4% |
| Participant deferral / active EE | $1,183 | $4,640-74.5% | $4,048-70.8% | $6,407-81.5% |
| Admin fee / account holder | $18,376 | $10,129+81.4% | $8,703+111.1% | $12,270+49.8% |