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 | $21,929 | $48,750-55.0% | $88,946-75.3% | $74,304-70.5% |
| Participation rate | 53.8% | 44.5%+9.3pp | 68.8%-15.1pp | 60.3%-6.6pp |
| Annual return | 22.34% | 25.91%-3.6pp | 57.82%-35.5pp | 29.43%-7.1pp |
| Employer contribution / active EE | $1,465 | $1,255+16.8% | $2,555-42.6% | $2,241-34.6% |
| Participant deferral / active EE | $3,121 | $2,423+28.8% | $4,581-31.9% | $3,767-17.1% |
| Admin fee / account holder | $2,055 | $3,756-45.3% | $8,261-75.1% | $2,969-30.8% |