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 | $54,389 | $112,729-51.8% | $98,716-44.9% | $137,256-60.4% |
| Participation rate | 47.6% | 74.2%-26.6pp | 69.3%-21.7pp | 80.0%-32.3pp |
| Annual return | 20.41% | 38.48%-18.1pp | 31.81%-11.4pp | 220.34%-199.9pp |
| Employer contribution / active EE | $1,024 | $2,725-62.4% | $2,279-55.0% | $4,156-75.4% |
| Participant deferral / active EE | $4,659 | $4,640+0.4% | $4,048+15.1% | $6,407-27.3% |
| Admin fee / account holder | $315 | $10,129-96.9% | $8,703-96.4% | $12,270-97.4% |