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 | $39,048 | $57,016-31.5% | $84,966-54.0% | $80,856-51.7% |
| Participation rate | 17.5% | 56.3%-38.8pp | 67.5%-50.0pp | 67.6%-50.1pp |
| Annual return | 10.53% | 21.66%-11.1pp | 66.38%-55.9pp | 35.59%-25.1pp |
| Employer contribution / active EE | $312 | $1,798-82.7% | $2,727-88.6% | $2,755-88.7% |
| Participant deferral / active EE | $1,469 | $3,110-52.7% | $4,519-67.5% | $4,296-65.8% |
| Admin fee / account holder | $569 | $4,980-88.6% | $6,149-90.7% | $6,918-91.8% |