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 | $41,520 | $127,065-67.3% | $113,168-63.3% | $142,382-70.8% |
| Participation rate | 57.1% | 79.2%-22.1pp | 76.6%-19.4pp | 80.1%-23.0pp |
| Annual return | 14.80% | 24.03%-9.2pp | 24.27%-9.5pp | 217.08%-202.3pp |
| Employer contribution / active EE | $1,432 | $3,442-58.4% | $2,975-51.9% | $4,299-66.7% |
| Participant deferral / active EE | $5,044 | $5,716-11.8% | $5,107-1.2% | $6,507-22.5% |
| Admin fee / account holder | $3,127 | $15,736-80.1% | $12,068-74.1% | $12,624-75.2% |