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 | $22,229 | $99,918-77.8% | $81,382-72.7% | $145,922-84.8% |
| Participation rate | 61.9% | 74.2%-12.3pp | 69.5%-7.6pp | 80.3%-18.4pp |
| Annual return | 12.96% | 34.32%-21.4pp | 24.73%-11.8pp | 561.29%-548.3pp |
| Employer contribution / active EE | $0 | $2,978-100.0% | $2,463-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $3,182 | $4,605-30.9% | $3,883-18.1% | $6,688-52.4% |
| Admin fee / account holder | $6,737 | $8,212-18.0% | $5,768+16.8% | $13,397-49.7% |