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 | $38,579 | $161,352-76.1% | $134,172-71.2% | $137,256-71.9% |
| Participation rate | 43.8% | 78.3%-34.5pp | 72.5%-28.7pp | 80.0%-36.2pp |
| Annual return | 19.65% | 28.72%-9.1pp | 25.30%-5.6pp | 220.34%-200.7pp |
| Employer contribution / active EE | $1,732 | $4,099-57.7% | $3,420-49.3% | $4,156-58.3% |
| Participant deferral / active EE | $2,833 | $5,552-49.0% | $4,690-39.6% | $6,407-55.8% |
| Admin fee / account holder | $465 | $15,028-96.9% | $12,016-96.1% | $12,270-96.2% |