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 | $3,537 | $31,310-88.7% | $53,898-93.4% | $74,304-95.2% |
| Participation rate | 59.7% | 30.7%+29.1pp | 55.0%+4.8pp | 60.3%-0.6pp |
| Annual return | 26.26% | 23.16%+3.1pp | 528.60%-502.3pp | 29.43%-3.2pp |
| Employer contribution / active EE | $310 | $450-31.1% | $932-66.7% | $2,241-86.2% |
| Participant deferral / active EE | $777 | $934-16.8% | $1,826-57.5% | $3,767-79.4% |
| Admin fee / account holder | $1,522 | $2,175-30.0% | $2,491-38.9% | $2,969-48.7% |