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 | $39,281 | $102,317-61.6% | $146,958-73.3% | $80,856-51.4% |
| Participation rate | 59.6% | 75.8%-16.3pp | 82.2%-22.6pp | 67.6%-8.1pp |
| Annual return | 13.45% | 134.76%-121.3pp | 418.34%-404.9pp | 35.59%-22.1pp |
| Employer contribution / active EE | $2,017 | $3,713-45.7% | $4,933-59.1% | $2,755-26.8% |
| Participant deferral / active EE | $6,588 | $6,644-0.8% | $8,070-18.4% | $4,296+53.4% |
| Admin fee / account holder | $3,091 | $7,941-61.1% | $12,998-76.2% | $6,918-55.3% |