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 | $30,473 | $65,561-53.5% | $86,188-64.6% | $75,163-59.5% |
| Participation rate | 50.0% | 60.5%-10.5pp | 69.0%-19.0pp | 67.2%-17.2pp |
| Annual return | 18.48% | 46.05%-27.6pp | 1168.45%-1150.0pp | 160.62%-142.1pp |
| Employer contribution / active EE | $1,025 | $1,553-34.0% | $2,380-56.9% | $2,670-61.6% |
| Participant deferral / active EE | $2,980 | $3,024-1.4% | $3,985-25.2% | $4,125-27.7% |
| Admin fee / account holder | $720 | $5,474-86.9% | $6,852-89.5% | $5,651-87.3% |