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 | $32,118 | $80,812-60.3% | $160,784-80.0% | $82,448-61.0% |
| Participation rate | 65.9% | 66.2%-0.4pp | 77.0%-11.1pp | 68.1%-2.2pp |
| Annual return | 16.78% | 100.59%-83.8pp | 1803.92%-1787.1pp | 41.64%-24.9pp |
| Employer contribution / active EE | $1,619 | $2,174-25.5% | $3,733-56.6% | $2,551-36.6% |
| Participant deferral / active EE | $3,464 | $4,335-20.1% | $6,293-45.0% | $4,139-16.3% |
| Admin fee / account holder | $2,405 | $7,695-68.7% | $9,717-75.3% | $7,234-66.8% |