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 | $30,605 | $117,859-74.0% | $102,438-70.1% | $145,959-79.0% |
| Participation rate | 36.8% | 78.6%-41.8pp | 76.5%-39.7pp | 80.3%-43.4pp |
| Annual return | 16.20% | 31.72%-15.5pp | 29.37%-13.2pp | 561.95%-545.7pp |
| Employer contribution / active EE | $0 | $3,615-100.0% | $3,024-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $3,484 | $5,732-39.2% | $5,054-31.1% | $6,689-47.9% |
| Admin fee / account holder | $5,749 | $13,318-56.8% | $9,448-39.1% | $13,398-57.1% |