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 | $11,180 | $60,022-81.4% | $88,946-87.4% | $84,808-86.8% |
| Participation rate | 55.2% | 57.8%-2.7pp | 68.8%-13.7pp | 68.3%-13.1pp |
| Annual return | 24.24% | 22.43%+1.8pp | 57.82%-33.6pp | 40.90%-16.7pp |
| Employer contribution / active EE | $838 | $1,703-50.8% | $2,555-67.2% | $2,631-68.2% |
| Participant deferral / active EE | $2,331 | $3,114-25.2% | $4,581-49.1% | $4,212-44.7% |
| Admin fee / account holder | $1,370 | $4,811-71.5% | $8,261-83.4% | $7,344-81.3% |