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 5-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 | $29,930 | $81,248-63.2% | $155,509-80.8% | $80,856-63.0% |
| Participation rate | 46.9% | 66.2%-19.4pp | 78.2%-31.3pp | 67.6%-20.8pp |
| Annual return | 35.39% | 33.31%+2.1pp | 64.67%-29.3pp | 35.59%-0.2pp |
| Employer contribution / active EE | $746 | $3,100-75.9% | $4,672-84.0% | $2,755-72.9% |
| Participant deferral / active EE | $1,079 | $3,452-68.7% | $5,626-80.8% | $4,296-74.9% |
| Admin fee / account holder | $9,358 | $7,997+17.0% | $15,912-41.2% | $6,918+35.3% |