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 | $7,062 | $51,175-86.2% | $70,515-90.0% | $75,163-90.6% |
| Participation rate | 27.0% | 60.9%-33.9pp | 68.3%-41.3pp | 67.2%-40.2pp |
| Annual return | 30.27% | 30.02%+0.2pp | 32.77%-2.5pp | 160.62%-130.3pp |
| Employer contribution / active EE | $583 | $1,826-68.1% | $2,973-80.4% | $2,670-78.2% |
| Participant deferral / active EE | $1,518 | $2,849-46.7% | $4,567-66.8% | $4,125-63.2% |
| Admin fee / account holder | $1,380 | $4,091-66.3% | $6,412-78.5% | $5,651-75.6% |