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 | $31,122 | $179,726-82.7% | $156,263-80.1% | $142,382-78.1% |
| Participation rate | 59.1% | 82.1%-23.0pp | 78.9%-19.8pp | 80.1%-21.0pp |
| Annual return | 17.30% | 77.86%-60.6pp | 59.47%-42.2pp | 217.08%-199.8pp |
| Employer contribution / active EE | $1,094 | $5,069-78.4% | $4,333-74.8% | $4,299-74.6% |
| Participant deferral / active EE | $3,024 | $6,956-56.5% | $6,158-50.9% | $6,507-53.5% |
| Admin fee / account holder | $2,372 | $17,272-86.3% | $14,255-83.4% | $12,624-81.2% |