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 | $28,591 | $163,101-82.5% | $136,749-79.1% | $142,382-79.9% |
| Participation rate | 60.0% | 78.2%-18.2pp | 72.1%-12.1pp | 80.1%-20.1pp |
| Annual return | 17.82% | 27.54%-9.7pp | 24.33%-6.5pp | 217.08%-199.3pp |
| Employer contribution / active EE | $967 | $4,117-76.5% | $3,400-71.6% | $4,299-77.5% |
| Participant deferral / active EE | $2,987 | $5,585-46.5% | $4,692-36.3% | $6,507-54.1% |
| Admin fee / account holder | $4,081 | $14,318-71.5% | $11,386-64.2% | $12,624-67.7% |