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 | $29,218 | $87,166-66.5% | $76,735-61.9% | $137,256-78.7% |
| Participation rate | 62.5% | 74.4%-11.9pp | 69.5%-7.0pp | 80.0%-17.5pp |
| Annual return | 22.45% | 26.50%-4.1pp | 29.77%-7.3pp | 220.34%-197.9pp |
| Employer contribution / active EE | $1,074 | $2,904-63.0% | $2,454-56.2% | $4,156-74.2% |
| Participant deferral / active EE | $4,613 | $4,726-2.4% | $4,088+12.8% | $6,407-28.0% |
| Admin fee / account holder | $854 | $8,403-89.8% | $7,189-88.1% | $12,270-93.0% |