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 | $161,935 | $81,248+99.3% | $155,509+4.1% | $80,856+100.3% |
| Participation rate | 1.5% | 66.2%-64.7pp | 78.2%-76.7pp | 67.6%-66.1pp |
| Annual return | 18.34% | 33.31%-15.0pp | 64.67%-46.3pp | 35.59%-17.3pp |
| Employer contribution / active EE | $537 | $3,100-82.7% | $4,672-88.5% | $2,755-80.5% |
| Participant deferral / active EE | $0 | $3,452-100.0% | $5,626-100.0% | $4,296-100.0% |
| Admin fee / account holder | $1,437 | $7,997-82.0% | $15,912-91.0% | $6,918-79.2% |