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 | $10,221 | $81,248-87.4% | $155,509-93.4% | $80,856-87.4% |
| Participation rate | 45.7% | 66.2%-20.6pp | 78.2%-32.5pp | 67.6%-22.0pp |
| Annual return | 12.09% | 33.31%-21.2pp | 64.67%-52.6pp | 35.59%-23.5pp |
| Employer contribution / active EE | $1,003 | $3,100-67.6% | $4,672-78.5% | $2,755-63.6% |
| Participant deferral / active EE | $1,317 | $3,452-61.8% | $5,626-76.6% | $4,296-69.3% |
| Admin fee / account holder | $434 | $7,997-94.6% | $15,912-97.3% | $6,918-93.7% |