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 | $28,858 | $60,022-51.9% | $88,946-67.6% | $84,808-66.0% |
| Participation rate | 29.7% | 57.8%-28.2pp | 68.8%-39.2pp | 68.3%-38.6pp |
| Annual return | 23.06% | 22.43%+0.6pp | 57.82%-34.8pp | 40.90%-17.8pp |
| Employer contribution / active EE | $1,073 | $1,703-37.0% | $2,555-58.0% | $2,631-59.2% |
| Participant deferral / active EE | $1,999 | $3,114-35.8% | $4,581-56.4% | $4,212-52.5% |
| Admin fee / account holder | $751 | $4,811-84.4% | $8,261-90.9% | $7,344-89.8% |