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 | $41,463 | $48,277-14.1% | $67,511-38.6% | $80,874-48.7% |
| Participation rate | 59.2% | 66.4%-7.2pp | 72.9%-13.7pp | 67.6%-8.5pp |
| Annual return | 16.06% | 18.27%-2.2pp | 3517.41%-3501.3pp | 35.62%-19.6pp |
| Employer contribution / active EE | $1,964 | $2,021-2.8% | $2,733-28.1% | $2,756-28.7% |
| Participant deferral / active EE | $3,729 | $2,926+27.5% | $4,000-6.8% | $4,297-13.2% |
| Admin fee / account holder | $35,557 | $3,687+864.3% | $3,999+789.2% | $6,935+412.7% |