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 3-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 | $49,002 | $111,535-56.1% | $105,223-53.4% | $137,256-64.3% |
| Participation rate | 41.2% | 78.1%-36.9pp | 75.0%-33.9pp | 80.0%-38.8pp |
| Annual return | 17.99% | 237.85%-219.9pp | 180.65%-162.7pp | 220.34%-202.4pp |
| Employer contribution / active EE | $973 | $3,939-75.3% | $3,689-73.6% | $4,156-76.6% |
| Participant deferral / active EE | $4,086 | $5,500-25.7% | $5,072-19.4% | $6,407-36.2% |
| Admin fee / account holder | $391 | $9,721-96.0% | $8,859-95.6% | $12,270-96.8% |