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 7-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 | $22,626 | $57,016-60.3% | $84,966-73.4% | $80,856-72.0% |
| Participation rate | 24.1% | 56.3%-32.2pp | 67.5%-43.4pp | 67.6%-43.5pp |
| Annual return | 10.73% | 21.66%-10.9pp | 66.38%-55.7pp | 35.59%-24.9pp |
| Employer contribution / active EE | $552 | $1,798-69.3% | $2,727-79.8% | $2,755-80.0% |
| Participant deferral / active EE | $943 | $3,110-69.7% | $4,519-79.1% | $4,296-78.0% |
| Admin fee / account holder | $2,386 | $4,980-52.1% | $6,149-61.2% | $6,918-65.5% |