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 | $22,501 | $48,750-53.8% | $88,946-74.7% | $74,304-69.7% |
| Participation rate | 25.0% | 44.5%-19.5pp | 68.8%-43.8pp | 60.3%-35.3pp |
| Annual return | 19.53% | 25.91%-6.4pp | 57.82%-38.3pp | 29.43%-9.9pp |
| Employer contribution / active EE | $629 | $1,255-49.9% | $2,555-75.4% | $2,241-71.9% |
| Participant deferral / active EE | $1,421 | $2,423-41.4% | $4,581-69.0% | $3,767-62.3% |
| Admin fee / account holder | $2,951 | $3,756-21.4% | $8,261-64.3% | $2,969-0.6% |