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 | $55,888 | $80,717-30.8% | $154,803-63.9% | $84,808-34.1% |
| Participation rate | 56.7% | 66.8%-10.1pp | 78.1%-21.4pp | 68.3%-11.6pp |
| Annual return | 65.17% | 37.96%+27.2pp | 58.88%+6.3pp | 40.90%+24.3pp |
| Employer contribution / active EE | $1,021 | $2,761-63.0% | $4,305-76.3% | $2,631-61.2% |
| Participant deferral / active EE | $3,522 | $3,303+6.6% | $5,540-36.4% | $4,212-16.4% |
| Admin fee / account holder | $427 | $6,746-93.7% | $14,329-97.0% | $7,344-94.2% |