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 | $29,126 | $67,823-57.1% | $52,425-44.4% | $137,256-78.8% |
| Participation rate | 36.8% | 63.9%-27.1pp | 55.6%-18.8pp | 80.0%-43.1pp |
| Annual return | 10.38% | 219.11%-208.7pp | 302.12%-291.7pp | 220.34%-210.0pp |
| Employer contribution / active EE | $603 | $1,163-48.1% | $914-34.0% | $4,156-85.5% |
| Participant deferral / active EE | $1,509 | $2,288-34.1% | $1,790-15.7% | $6,407-76.5% |
| Admin fee / account holder | $303 | $2,844-89.4% | $2,495-87.9% | $12,270-97.5% |