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 | $31,434 | $112,729-72.1% | $98,716-68.2% | $137,256-77.1% |
| Participation rate | 43.8% | 74.2%-30.5pp | 69.3%-25.5pp | 80.0%-36.2pp |
| Annual return | 18.43% | 38.48%-20.1pp | 31.81%-13.4pp | 220.34%-201.9pp |
| Employer contribution / active EE | $979 | $2,725-64.1% | $2,279-57.1% | $4,156-76.5% |
| Participant deferral / active EE | $2,671 | $4,640-42.4% | $4,048-34.0% | $6,407-58.3% |
| Admin fee / account holder | $887 | $10,129-91.2% | $8,703-89.8% | $12,270-92.8% |