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 | $15,541 | $80,717-80.7% | $154,803-90.0% | $84,808-81.7% |
| Participation rate | 62.7% | 66.8%-4.2pp | 78.1%-15.4pp | 68.3%-5.7pp |
| Annual return | 17.16% | 37.96%-20.8pp | 58.88%-41.7pp | 40.90%-23.7pp |
| Employer contribution / active EE | $599 | $2,761-78.3% | $4,305-86.1% | $2,631-77.2% |
| Participant deferral / active EE | $987 | $3,303-70.1% | $5,540-82.2% | $4,212-76.6% |
| Admin fee / account holder | $588 | $6,746-91.3% | $14,329-95.9% | $7,344-92.0% |