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 | $47,222 | $117,841-59.9% | $102,423-53.9% | $145,922-67.6% |
| Participation rate | 66.7% | 78.6%-11.9pp | 76.5%-9.8pp | 80.3%-13.6pp |
| Annual return | 14.41% | 31.65%-17.2pp | 29.32%-14.9pp | 561.29%-546.9pp |
| Employer contribution / active EE | $1,586 | $3,615-56.1% | $3,023-47.5% | $4,660-66.0% |
| Participant deferral / active EE | $4,980 | $5,731-13.1% | $5,053-1.4% | $6,688-25.5% |
| Admin fee / account holder | $426 | $13,326-96.8% | $9,451-95.5% | $13,397-96.8% |