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 | $38,820 | $81,248-52.2% | $155,509-75.0% | $80,856-52.0% |
| Participation rate | 13.7% | 66.2%-52.5pp | 78.2%-64.5pp | 67.6%-53.9pp |
| Annual return | 15.25% | 33.31%-18.1pp | 64.67%-49.4pp | 35.59%-20.3pp |
| Employer contribution / active EE | $483 | $3,100-84.4% | $4,672-89.7% | $2,755-82.5% |
| Participant deferral / active EE | $939 | $3,452-72.8% | $5,626-83.3% | $4,296-78.1% |
| Admin fee / account holder | $4,104 | $7,997-48.7% | $15,912-74.2% | $6,918-40.7% |