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 | $29,732 | $58,208-48.9% | $81,812-63.7% | $80,856-63.2% |
| Participation rate | 56.0% | 63.4%-7.4pp | 72.3%-16.3pp | 67.6%-11.6pp |
| Annual return | 12.28% | 41.66%-29.4pp | 773.79%-761.5pp | 35.59%-23.3pp |
| Employer contribution / active EE | $1,503 | $2,340-35.8% | $2,912-48.4% | $2,755-45.4% |
| Participant deferral / active EE | $2,700 | $3,281-17.7% | $4,319-37.5% | $4,296-37.1% |
| Admin fee / account holder | $7,019 | $4,981+40.9% | $7,386-5.0% | $6,918+1.5% |