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 | $28,221 | $68,719-58.9% | $91,541-69.2% | $84,808-66.7% |
| Participation rate | 21.4% | 64.5%-43.1pp | 69.8%-48.3pp | 68.3%-46.9pp |
| Annual return | 26.16% | 19.12%+7.0pp | 20.50%+5.7pp | 40.90%-14.7pp |
| Employer contribution / active EE | $839 | $1,920-56.3% | $2,505-66.5% | $2,631-68.1% |
| Participant deferral / active EE | $1,941 | $3,136-38.1% | $4,008-51.6% | $4,212-53.9% |
| Admin fee / account holder | $1,429 | $5,786-75.3% | $6,956-79.5% | $7,344-80.5% |