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 | $57,590-80.6% | $86,233-87.0% | $82,448-86.4% |
| Participation rate | 55.2% | 57.9%-2.7pp | 69.0%-13.8pp | 68.1%-12.9pp |
| Annual return | 24.24% | 22.41%+1.8pp | 61.39%-37.1pp | 41.64%-17.4pp |
| Employer contribution / active EE | $838 | $1,655-49.4% | $2,504-66.6% | $2,551-67.2% |
| Participant deferral / active EE | $2,331 | $3,080-24.3% | $4,559-48.9% | $4,139-43.7% |
| Admin fee / account holder | $1,370 | $4,730-71.0% | $8,342-83.6% | $7,234-81.1% |