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 | $31,345 | $60,022-47.8% | $88,946-64.8% | $84,808-63.0% |
| Participation rate | 24.1% | 57.8%-33.7pp | 68.8%-44.7pp | 68.3%-44.2pp |
| Annual return | 17.72% | 22.43%-4.7pp | 57.82%-40.1pp | 40.90%-23.2pp |
| Employer contribution / active EE | $729 | $1,703-57.2% | $2,555-71.5% | $2,631-72.3% |
| Participant deferral / active EE | $1,337 | $3,114-57.1% | $4,581-70.8% | $4,212-68.3% |
| Admin fee / account holder | $896 | $4,811-81.4% | $8,261-89.2% | $7,344-87.8% |