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 | $26,375 | $97,125-72.8% | $86,233-69.4% | $137,256-80.8% |
| Participation rate | 40.9% | 74.2%-33.3pp | 69.0%-28.1pp | 80.0%-39.1pp |
| Annual return | 17.60% | 74.19%-56.6pp | 61.39%-43.8pp | 220.34%-202.7pp |
| Employer contribution / active EE | $928 | $2,841-67.4% | $2,504-63.0% | $4,156-77.7% |
| Participant deferral / active EE | $1,357 | $5,180-73.8% | $4,559-70.2% | $6,407-78.8% |
| Admin fee / account holder | $530 | $9,725-94.6% | $8,342-93.7% | $12,270-95.7% |