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 5-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 | $37,183 | $117,025-68.2% | $91,541-59.4% | $85,563-56.5% |
| Participation rate | 16.9% | 64.2%-47.3pp | 69.8%-52.8pp | 66.0%-49.0pp |
| Annual return | 15.41% | 18.02%-2.6pp | 20.50%-5.1pp | 31.51%-16.1pp |
| Employer contribution / active EE | $769 | $2,120-63.7% | $2,505-69.3% | $2,654-71.0% |
| Participant deferral / active EE | $1,442 | $3,446-58.1% | $4,008-64.0% | $4,375-67.0% |
| Admin fee / account holder | $3,890 | $1,242+213.3% | $6,956-44.1% | $834+366.3% |