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 | $58,063 | $44,960+29.1% | $84,966-31.7% | $74,495-22.1% |
| Participation rate | 34.6% | 49.4%-14.8pp | 67.5%-32.9pp | 67.2%-32.6pp |
| Annual return | 39.31% | 26.24%+13.1pp | 66.38%-27.1pp | 1364.94%-1325.6pp |
| Employer contribution / active EE | $1,369 | $1,457-6.1% | $2,727-49.8% | $2,623-47.8% |
| Participant deferral / active EE | $4,030 | $2,731+47.6% | $4,519-10.8% | $4,346-7.3% |
| Admin fee / account holder | $4,460 | $2,209+101.9% | $6,149-27.5% | $1,942+129.7% |