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 4-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 | $21,079 | $51,175-58.8% | $70,515-70.1% | $75,163-72.0% |
| Participation rate | 46.0% | 60.9%-14.9pp | 68.3%-22.3pp | 67.2%-21.2pp |
| Annual return | 19.42% | 30.02%-10.6pp | 32.77%-13.3pp | 160.62%-141.2pp |
| Employer contribution / active EE | $1,105 | $1,826-39.5% | $2,973-62.8% | $2,670-58.6% |
| Participant deferral / active EE | $1,591 | $2,849-44.2% | $4,567-65.2% | $4,125-61.4% |
| Admin fee / account holder | $312 | $4,091-92.4% | $6,412-95.1% | $5,651-94.5% |