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 3-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 | $22,762 | $117,841-80.7% | $102,423-77.8% | $145,922-84.4% |
| Participation rate | 57.1% | 78.6%-21.4pp | 76.5%-19.3pp | 80.3%-23.1pp |
| Annual return | 12.98% | 31.65%-18.7pp | 29.32%-16.3pp | 561.29%-548.3pp |
| Employer contribution / active EE | $1,694 | $3,615-53.1% | $3,023-44.0% | $4,660-63.6% |
| Participant deferral / active EE | $3,628 | $5,731-36.7% | $5,053-28.2% | $6,688-45.8% |
| Admin fee / account holder | $4,918 | $13,326-63.1% | $9,451-48.0% | $13,397-63.3% |