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 | $99,480 | $76,367+30.3% | $93,606+6.3% | $72,985+36.3% |
| Participation rate | 52.4% | 71.7%-19.4pp | 75.8%-23.4pp | 69.5%-17.1pp |
| Annual return | 20.19% | 25.82%-5.6pp | 32.76%-12.6pp | 81.00%-60.8pp |
| Employer contribution / active EE | $1,021 | $2,275-55.1% | $2,718-62.4% | $2,440-58.2% |
| Participant deferral / active EE | $2,418 | $3,538-31.7% | $4,069-40.6% | $3,607-33.0% |
| Admin fee / account holder | $14,229 | $6,838+108.1% | $7,888+80.4% | $5,124+177.7% |