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 | $43,043 | $111,754-61.5% | $103,333-58.3% | $145,922-70.5% |
| Participation rate | 52.4% | 77.9%-25.6pp | 74.5%-22.1pp | 80.3%-27.9pp |
| Annual return | 10.93% | 24.77%-13.8pp | 24.88%-13.9pp | 561.29%-550.4pp |
| Employer contribution / active EE | $1,053 | $4,212-75.0% | $3,868-72.8% | $4,660-77.4% |
| Participant deferral / active EE | $2,543 | $5,619-54.7% | $5,057-49.7% | $6,688-62.0% |
| Admin fee / account holder | $435 | $9,750-95.5% | $8,355-94.8% | $13,397-96.8% |