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 | $25,845 | $72,071-64.1% | $68,368-62.2% | $137,256-81.2% |
| Participation rate | 27.3% | 76.2%-49.0pp | 73.8%-46.5pp | 80.0%-52.7pp |
| Annual return | 21.85% | 353.14%-331.3pp | 292.57%-270.7pp | 220.34%-198.5pp |
| Employer contribution / active EE | $0 | $2,788-100.0% | $2,649-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $3,105 | $4,410-29.6% | $4,123-24.7% | $6,407-51.5% |
| Admin fee / account holder | $6,687 | $5,336+25.3% | $5,150+29.9% | $12,270-45.5% |