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 | $100,287 | $64,839+54.7% | $95,585+4.9% | $84,808+18.3% |
| Participation rate | 23.1% | 63.8%-40.7pp | 72.1%-49.0pp | 68.3%-45.2pp |
| Annual return | 20.27% | -670.96%+691.2pp | 38.56%-18.3pp | 40.90%-20.6pp |
| Employer contribution / active EE | $759 | $1,759-56.9% | $2,527-70.0% | $2,631-71.2% |
| Participant deferral / active EE | $4,070 | $2,965+37.3% | $4,023+1.2% | $4,212-3.4% |
| Admin fee / account holder | $774 | $5,964-87.0% | $6,127-87.4% | $7,344-89.5% |