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 | $34,040 | $111,754-69.5% | $103,333-67.1% | $145,922-76.7% |
| Participation rate | 31.6% | 77.9%-46.4pp | 74.5%-42.9pp | 80.3%-48.7pp |
| Annual return | 10.93% | 24.77%-13.8pp | 24.88%-14.0pp | 561.29%-550.4pp |
| Employer contribution / active EE | $1,616 | $4,212-61.6% | $3,868-58.2% | $4,660-65.3% |
| Participant deferral / active EE | $3,779 | $5,619-32.7% | $5,057-25.3% | $6,688-43.5% |
| Admin fee / account holder | $1,653 | $9,750-83.1% | $8,355-80.2% | $13,397-87.7% |