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 | $29,267 | $114,381-74.4% | $107,525-72.8% | $142,382-79.4% |
| Participation rate | 56.5% | 78.1%-21.6pp | 75.1%-18.6pp | 80.1%-23.6pp |
| Annual return | 41.64% | 242.71%-201.1pp | 181.32%-139.7pp | 217.08%-175.4pp |
| Employer contribution / active EE | $1,784 | $4,015-55.6% | $3,754-52.5% | $4,299-58.5% |
| Participant deferral / active EE | $2,983 | $5,564-46.4% | $5,116-41.7% | $6,507-54.2% |
| Admin fee / account holder | $537 | $9,860-94.6% | $8,919-94.0% | $12,624-95.7% |