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 | $46,451 | $60,022-22.6% | $88,946-47.8% | $84,808-45.2% |
| Participation rate | 45.2% | 57.8%-12.6pp | 68.8%-23.6pp | 68.3%-23.1pp |
| Annual return | 20.02% | 22.43%-2.4pp | 57.82%-37.8pp | 40.90%-20.9pp |
| Employer contribution / active EE | $1,492 | $1,703-12.4% | $2,555-41.6% | $2,631-43.3% |
| Participant deferral / active EE | $4,210 | $3,114+35.2% | $4,581-8.1% | $4,2120% |
| Admin fee / account holder | $1,120 | $4,811-76.7% | $8,261-86.4% | $7,344-84.8% |