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 | $38,609 | $108,825-64.5% | $156,181-75.3% | $82,448-53.2% |
| Participation rate | 56.1% | 72.4%-16.3pp | 78.8%-22.7pp | 68.1%-12.0pp |
| Annual return | 21.16% | 20.59%+0.6pp | 64.87%-43.7pp | 41.64%-20.5pp |
| Employer contribution / active EE | $967 | $2,870-66.3% | $4,294-77.5% | $2,551-62.1% |
| Participant deferral / active EE | $2,081 | $4,577-54.5% | $6,132-66.1% | $4,139-49.7% |
| Admin fee / account holder | $610 | $9,341-93.5% | $14,586-95.8% | $7,234-91.6% |