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 | $55,024 | $57,016-3.5% | $84,966-35.2% | $80,856-31.9% |
| Participation rate | 36.1% | 56.3%-20.2pp | 67.5%-31.4pp | 67.6%-31.5pp |
| Annual return | 12.25% | 21.66%-9.4pp | 66.38%-54.1pp | 35.59%-23.3pp |
| Employer contribution / active EE | $736 | $1,798-59.0% | $2,727-73.0% | $2,755-73.3% |
| Participant deferral / active EE | $3,575 | $3,110+15.0% | $4,519-20.9% | $4,296-16.8% |
| Admin fee / account holder | $10,868 | $4,980+118.2% | $6,149+76.8% | $6,918+57.1% |