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 | $15,375 | $64,839-76.3% | $95,585-83.9% | $84,808-81.9% |
| Participation rate | 56.6% | 63.8%-7.2pp | 72.1%-15.5pp | 68.3%-11.7pp |
| Annual return | 21.80% | -670.96%+692.8pp | 38.56%-16.8pp | 40.90%-19.1pp |
| Employer contribution / active EE | $986 | $1,759-43.9% | $2,527-61.0% | $2,631-62.5% |
| Participant deferral / active EE | $2,220 | $2,965-25.1% | $4,023-44.8% | $4,212-47.3% |
| Admin fee / account holder | $939 | $5,964-84.3% | $6,127-84.7% | $7,344-87.2% |