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 7-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 | $29,147 | $73,787-60.5% | $98,716-70.5% | $82,448-64.6% |
| Participation rate | 26.7% | 61.4%-34.7pp | 69.3%-42.6pp | 68.1%-41.4pp |
| Annual return | 13.62% | 18.57%-4.9pp | 31.81%-18.2pp | 41.64%-28.0pp |
| Employer contribution / active EE | $542 | $1,511-64.1% | $2,279-76.2% | $2,551-78.7% |
| Participant deferral / active EE | $1,319 | $3,081-57.2% | $4,048-67.4% | $4,139-68.1% |
| Admin fee / account holder | $10,464 | $6,500+61.0% | $8,703+20.2% | $7,234+44.6% |