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 | $33,776 | $80,717-58.2% | $154,803-78.2% | $84,808-60.2% |
| Participation rate | 37.0% | 66.8%-29.9pp | 78.1%-41.1pp | 68.3%-31.4pp |
| Annual return | 25.57% | 37.96%-12.4pp | 58.88%-33.3pp | 40.90%-15.3pp |
| Employer contribution / active EE | $902 | $2,761-67.3% | $4,305-79.0% | $2,631-65.7% |
| Participant deferral / active EE | $2,271 | $3,303-31.2% | $5,540-59.0% | $4,212-46.1% |
| Admin fee / account holder | $9,201 | $6,746+36.4% | $14,329-35.8% | $7,344+25.3% |