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 | $46,243 | $86,929-46.8% | $102,423-54.9% | $80,856-42.8% |
| Participation rate | 58.4% | 72.4%-13.9pp | 76.5%-18.0pp | 67.6%-9.2pp |
| Annual return | 82.15% | 18.88%+63.3pp | 29.32%+52.8pp | 35.59%+46.6pp |
| Employer contribution / active EE | $771 | $2,369-67.5% | $3,023-74.5% | $2,755-72.0% |
| Participant deferral / active EE | $4,587 | $4,118+11.4% | $5,053-9.2% | $4,296+6.8% |
| Admin fee / account holder | $1,373 | $8,049-82.9% | $9,451-85.5% | $6,918-80.2% |