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 | $11,544 | $60,892-81.0% | $82,389-86.0% | $84,808-86.4% |
| Participation rate | 30.7% | 63.3%-32.6pp | 69.5%-38.9pp | 68.3%-37.6pp |
| Annual return | 17.83% | 37.29%-19.5pp | 28.67%-10.8pp | 40.90%-23.1pp |
| Employer contribution / active EE | $701 | $1,779-60.6% | $2,517-72.1% | $2,631-73.3% |
| Participant deferral / active EE | $1,207 | $3,179-62.0% | $4,155-71.0% | $4,212-71.4% |
| Admin fee / account holder | $1,567 | $5,467-71.3% | $7,231-78.3% | $7,344-78.7% |