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 | $45,143 | $68,719-34.3% | $91,541-50.7% | $84,808-46.8% |
| Participation rate | 41.4% | 64.5%-23.1pp | 69.8%-28.4pp | 68.3%-26.9pp |
| Annual return | 31.29% | 19.12%+12.2pp | 20.50%+10.8pp | 40.90%-9.6pp |
| Employer contribution / active EE | $990 | $1,920-48.4% | $2,505-60.5% | $2,631-62.4% |
| Participant deferral / active EE | $1,650 | $3,136-47.4% | $4,008-58.8% | $4,212-60.8% |
| Admin fee / account holder | $5,149 | $5,786-11.0% | $6,956-26.0% | $7,344-29.9% |