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 | $27,148 | $80,717-66.4% | $154,803-82.5% | $84,808-68.0% |
| Participation rate | 22.9% | 66.8%-43.9pp | 78.1%-55.2pp | 68.3%-45.4pp |
| Annual return | 20.59% | 37.96%-17.4pp | 58.88%-38.3pp | 40.90%-20.3pp |
| Employer contribution / active EE | $668 | $2,761-75.8% | $4,305-84.5% | $2,631-74.6% |
| Participant deferral / active EE | $1,201 | $3,303-63.6% | $5,540-78.3% | $4,212-71.5% |
| Admin fee / account holder | $1,023 | $6,746-84.8% | $14,329-92.9% | $7,344-86.1% |