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 | $43,204 | $48,277-10.5% | $67,511-36.0% | $80,874-46.6% |
| Participation rate | 15.6% | 66.4%-50.8pp | 72.9%-57.3pp | 67.6%-52.0pp |
| Annual return | 13.24% | 18.27%-5.0pp | 3517.41%-3504.2pp | 35.62%-22.4pp |
| Employer contribution / active EE | $610 | $2,021-69.8% | $2,733-77.7% | $2,756-77.8% |
| Participant deferral / active EE | $793 | $2,926-72.9% | $4,000-80.2% | $4,297-81.6% |
| Admin fee / account holder | $2,981 | $3,687-19.1% | $3,999-25.4% | $6,935-57.0% |