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 | $64,098 | $81,248-21.1% | $155,509-58.8% | $80,856-20.7% |
| Participation rate | 41.4% | 66.2%-24.9pp | 78.2%-36.8pp | 67.6%-26.3pp |
| Annual return | 15.55% | 33.31%-17.8pp | 64.67%-49.1pp | 35.59%-20.0pp |
| Employer contribution / active EE | $444 | $3,100-85.7% | $4,672-90.5% | $2,755-83.9% |
| Participant deferral / active EE | $2,021 | $3,452-41.4% | $5,626-64.1% | $4,296-52.9% |
| Admin fee / account holder | $796 | $7,997-90.0% | $15,912-95.0% | $6,918-88.5% |