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 6-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 | $12,807 | $49,227-74.0% | $70,449-81.8% | $79,858-84.0% |
| Participation rate | 67.9% | 69.2%-1.3pp | 75.1%-7.2pp | 69.6%-1.8pp |
| Annual return | 13.08% | 30.06%-17.0pp | 109.03%-96.0pp | 31.71%-18.6pp |
| Employer contribution / active EE | $513 | $2,099-75.6% | $2,737-81.3% | $2,471-79.2% |
| Participant deferral / active EE | $1,107 | $2,768-60.0% | $3,709-70.1% | $3,740-70.4% |
| Admin fee / account holder | $526 | $2,878-81.7% | $3,845-86.3% | $5,306-90.1% |