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 | $16,780 | $53,516-68.6% | $126,539-86.7% | $84,808-80.2% |
| Participation rate | 37.5% | 58.2%-20.7pp | 69.8%-32.3pp | 68.3%-30.8pp |
| Annual return | 18.97% | 58.34%-39.4pp | 425.95%-407.0pp | 40.90%-21.9pp |
| Employer contribution / active EE | $994 | $1,535-35.2% | $3,674-72.9% | $2,631-62.2% |
| Participant deferral / active EE | $1,350 | $2,671-49.4% | $4,083-66.9% | $4,212-67.9% |
| Admin fee / account holder | $1,475 | $4,497-67.2% | $6,065-75.7% | $7,344-79.9% |