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 | $97,021 | $110,261-12.0% | $95,745+1.3% | $139,434-30.4% |
| Participation rate | 28.6% | 75.8%-47.2pp | 72.3%-43.7pp | 80.3%-51.7pp |
| Annual return | 12.84% | 27.11%-14.3pp | 28.35%-15.5pp | 372.94%-360.1pp |
| Employer contribution / active EE | $1,259 | $3,257-61.4% | $2,835-55.6% | $4,751-73.5% |
| Participant deferral / active EE | $4,618 | $4,676-1.2% | $4,245+8.8% | $6,710-31.2% |
| Admin fee / account holder | $5,613 | $6,613-15.1% | $5,678-1.1% | $11,403-50.8% |