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 | $58,627-80.3% | $76,735-85.0% | $82,448-86.0% |
| Participation rate | 30.7% | 63.2%-32.6pp | 69.5%-38.8pp | 68.1%-37.4pp |
| Annual return | 17.83% | 39.10%-21.3pp | 29.77%-11.9pp | 41.64%-23.8pp |
| Employer contribution / active EE | $701 | $1,729-59.4% | $2,454-71.4% | $2,551-72.5% |
| Participant deferral / active EE | $1,207 | $3,134-61.5% | $4,088-70.5% | $4,139-70.9% |
| Admin fee / account holder | $1,567 | $5,323-70.6% | $7,189-78.2% | $7,234-78.3% |