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 | $52,612 | $74,927-29.8% | $101,794-48.3% | $84,808-38.0% |
| Participation rate | 47.2% | 61.4%-14.2pp | 69.2%-22.0pp | 68.3%-21.1pp |
| Annual return | 16.06% | 18.70%-2.6pp | 30.53%-14.5pp | 40.90%-24.8pp |
| Employer contribution / active EE | $974 | $1,522-36.0% | $2,289-57.5% | $2,631-63.0% |
| Participant deferral / active EE | $3,564 | $3,099+15.0% | $4,084-12.7% | $4,212-15.4% |
| Admin fee / account holder | $526 | $6,514-91.9% | $8,777-94.0% | $7,344-92.8% |