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 | $29,033 | $89,698-67.6% | $103,476-71.9% | $80,856-64.1% |
| Participation rate | 54.5% | 76.0%-21.4pp | 80.5%-26.0pp | 67.6%-13.1pp |
| Annual return | 16.86% | 22.78%-5.9pp | 23.90%-7.0pp | 35.59%-18.7pp |
| Employer contribution / active EE | $0 | $4,018-100.0% | $4,672-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $8,452 | $5,456+54.9% | $6,623+27.6% | $4,296+96.7% |
| Admin fee / account holder | $7,937 | $6,768+17.3% | $9,413-15.7% | $6,918+14.7% |