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 | $30,389 | $73,787-58.8% | $98,716-69.2% | $82,448-63.1% |
| Participation rate | 48.5% | 61.4%-12.9pp | 69.3%-20.8pp | 68.1%-19.6pp |
| Annual return | 19.07% | 18.57%+0.5pp | 31.81%-12.7pp | 41.64%-22.6pp |
| Employer contribution / active EE | $935 | $1,511-38.1% | $2,279-59.0% | $2,551-63.4% |
| Participant deferral / active EE | $1,284 | $3,081-58.3% | $4,048-68.3% | $4,139-69.0% |
| Admin fee / account holder | $435 | $6,500-93.3% | $8,703-95.0% | $7,234-94.0% |