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 | $35,780 | $163,101-78.1% | $136,749-73.8% | $142,382-74.9% |
| Participation rate | 50.0% | 78.2%-28.2pp | 72.1%-22.1pp | 80.1%-30.1pp |
| Annual return | 19.79% | 27.54%-7.8pp | 24.33%-4.5pp | 217.08%-197.3pp |
| Employer contribution / active EE | $1,376 | $4,117-66.6% | $3,400-59.5% | $4,299-68.0% |
| Participant deferral / active EE | $4,400 | $5,585-21.2% | $4,692-6.2% | $6,507-32.4% |
| Admin fee / account holder | $6,236 | $14,318-56.4% | $11,386-45.2% | $12,624-50.6% |