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 | $43,407 | $77,899-44.3% | $149,673-71.0% | $75,163-42.2% |
| Participation rate | 30.8% | 65.6%-34.8pp | 78.8%-48.0pp | 67.2%-36.4pp |
| Annual return | 23.90% | 31.72%-7.8pp | 134.42%-110.5pp | 160.62%-136.7pp |
| Employer contribution / active EE | $494 | $3,137-84.3% | $4,818-89.7% | $2,670-81.5% |
| Participant deferral / active EE | $1,119 | $3,411-67.2% | $5,680-80.3% | $4,125-72.9% |
| Admin fee / account holder | $3,932 | $5,956-34.0% | $13,210-70.2% | $5,651-30.4% |