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 | $42,960 | $117,983-63.6% | $101,794-57.8% | $142,382-69.8% |
| Participation rate | 27.3% | 74.2%-47.0pp | 69.2%-41.9pp | 80.1%-52.8pp |
| Annual return | 19.28% | 36.92%-17.6pp | 30.53%-11.2pp | 217.08%-197.8pp |
| Employer contribution / active EE | $739 | $2,773-73.4% | $2,289-67.7% | $4,299-82.8% |
| Participant deferral / active EE | $2,573 | $4,714-45.4% | $4,084-37.0% | $6,507-60.5% |
| Admin fee / account holder | $804 | $10,433-92.3% | $8,777-90.8% | $12,624-93.6% |