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 | $53,644 | $86,929-38.3% | $102,423-47.6% | $80,856-33.7% |
| Participation rate | 53.2% | 72.4%-19.2pp | 76.5%-23.3pp | 67.6%-14.4pp |
| Annual return | 10.52% | 18.88%-8.4pp | 29.32%-18.8pp | 35.59%-25.1pp |
| Employer contribution / active EE | $778 | $2,369-67.2% | $3,023-74.3% | $2,755-71.7% |
| Participant deferral / active EE | $2,095 | $4,118-49.1% | $5,053-58.5% | $4,296-51.2% |
| Admin fee / account holder | $7,670 | $8,049-4.7% | $9,451-18.8% | $6,918+10.9% |