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 | $54,865 | $106,515-48.5% | $96,683-43.3% | $139,434-60.7% |
| Participation rate | 20.0% | 77.8%-57.8pp | 74.3%-54.3pp | 80.3%-60.3pp |
| Annual return | 22.01% | 38.43%-16.4pp | 35.69%-13.7pp | 372.94%-350.9pp |
| Employer contribution / active EE | $1,488 | $4,103-63.7% | $3,737-60.2% | $4,751-68.7% |
| Participant deferral / active EE | $3,590 | $5,454-34.2% | $4,878-26.4% | $6,710-46.5% |
| Admin fee / account holder | $659 | $7,877-91.6% | $6,730-90.2% | $11,403-94.2% |