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 3-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 | $31,591 | $117,859-73.2% | $102,438-69.2% | $145,959-78.4% |
| Participation rate | 56.5% | 78.6%-22.1pp | 76.5%-20.0pp | 80.3%-23.8pp |
| Annual return | 13.75% | 31.72%-18.0pp | 29.37%-15.6pp | 561.95%-548.2pp |
| Employer contribution / active EE | $1,343 | $3,615-62.8% | $3,024-55.6% | $4,661-71.2% |
| Participant deferral / active EE | $3,053 | $5,732-46.7% | $5,054-39.6% | $6,689-54.4% |
| Admin fee / account holder | $322 | $13,318-97.6% | $9,448-96.6% | $13,398-97.6% |