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 | $51,423 | $73,787-30.3% | $98,716-47.9% | $82,448-37.6% |
| Participation rate | 40.0% | 61.4%-21.4pp | 69.3%-29.3pp | 68.1%-28.1pp |
| Annual return | 16.57% | 18.57%-2.0pp | 31.81%-15.2pp | 41.64%-25.1pp |
| Employer contribution / active EE | $719 | $1,511-52.4% | $2,279-68.4% | $2,551-71.8% |
| Participant deferral / active EE | $2,126 | $3,081-31.0% | $4,048-47.5% | $4,139-48.6% |
| Admin fee / account holder | $536 | $6,500-91.8% | $8,703-93.8% | $7,234-92.6% |