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 | $23,470 | $179,726-86.9% | $156,263-85.0% | $142,382-83.5% |
| Participation rate | 45.5% | 82.1%-36.6pp | 78.9%-33.5pp | 80.1%-34.7pp |
| Annual return | 15.99% | 77.86%-61.9pp | 59.47%-43.5pp | 217.08%-201.1pp |
| Employer contribution / active EE | $0 | $5,069-100.0% | $4,333-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $4,227 | $6,956-39.2% | $6,158-31.4% | $6,507-35.0% |
| Admin fee / account holder | $1,413 | $17,272-91.8% | $14,255-90.1% | $12,624-88.8% |