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 | $20,519 | $59,097-65.3% | $82,389-75.1% | $74,304-72.4% |
| Participation rate | 66.7% | 52.8%+13.9pp | 69.5%-2.9pp | 60.3%+6.3pp |
| Annual return | 16.33% | 22.85%-6.5pp | 28.67%-12.3pp | 29.43%-13.1pp |
| Employer contribution / active EE | $809 | $1,601-49.5% | $2,517-67.9% | $2,241-63.9% |
| Participant deferral / active EE | $2,406 | $2,775-13.3% | $4,155-42.1% | $3,767-36.1% |
| Admin fee / account holder | $2,066 | $4,489-54.0% | $7,231-71.4% | $2,969-30.4% |