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 | $22,336 | $57,016-60.8% | $84,966-73.7% | $80,856-72.4% |
| Participation rate | 53.7% | 56.3%-2.6pp | 67.5%-13.8pp | 67.6%-13.9pp |
| Annual return | 14.90% | 21.66%-6.8pp | 66.38%-51.5pp | 35.59%-20.7pp |
| Employer contribution / active EE | $995 | $1,798-44.7% | $2,727-63.5% | $2,755-63.9% |
| Participant deferral / active EE | $1,700 | $3,110-45.3% | $4,519-62.4% | $4,296-60.4% |
| Admin fee / account holder | $561 | $4,980-88.7% | $6,149-90.9% | $6,918-91.9% |