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 | $11,789 | $107,452-89.0% | $91,541-87.1% | $142,382-91.7% |
| Participation rate | 45.5% | 75.1%-29.6pp | 69.8%-24.3pp | 80.1%-34.7pp |
| Annual return | 20.20% | 22.06%-1.9pp | 20.50%-0.3pp | 217.08%-196.9pp |
| Employer contribution / active EE | $783 | $2,994-73.8% | $2,505-68.7% | $4,299-81.8% |
| Participant deferral / active EE | $894 | $4,754-81.2% | $4,008-77.7% | $6,507-86.3% |
| Admin fee / account holder | $1,978 | $8,834-77.6% | $6,956-71.6% | $12,624-84.3% |