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 | $55,748 | $80,968-31.1% | $96,544-42.3% | $75,163-25.8% |
| Participation rate | 21.4% | 71.8%-50.3pp | 76.0%-54.5pp | 67.2%-45.8pp |
| Annual return | 14.72% | 27.06%-12.3pp | 25.84%-11.1pp | 160.62%-145.9pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $2,965-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $1,978 | $3,928-49.6% | $4,851-59.2% | $4,125-52.1% |
| Admin fee / account holder | $752 | $6,724-88.8% | $8,252-90.9% | $5,651-86.7% |