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 | $14,318 | $96,635-85.2% | $86,612-83.5% | $139,434-89.7% |
| Participation rate | 46.2% | 74.4%-28.2pp | 71.7%-25.5pp | 80.3%-34.2pp |
| Annual return | 12.07% | 106.41%-94.3pp | 591.07%-579.0pp | 372.94%-360.9pp |
| Employer contribution / active EE | $723 | $3,263-77.9% | $3,022-76.1% | $4,751-84.8% |
| Participant deferral / active EE | $3,349 | $4,836-30.7% | $4,438-24.5% | $6,710-50.1% |
| Admin fee / account holder | $1,313 | $6,408-79.5% | $5,614-76.6% | $11,403-88.5% |