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 | $27,060 | $102,317-73.6% | $146,958-81.6% | $80,856-66.5% |
| Participation rate | 62.5% | 75.8%-13.3pp | 82.2%-19.7pp | 67.6%-5.1pp |
| Annual return | 27.81% | 134.76%-107.0pp | 418.34%-390.5pp | 35.59%-7.8pp |
| Employer contribution / active EE | $3,079 | $3,713-17.1% | $4,933-37.6% | $2,755+11.8% |
| Participant deferral / active EE | $7,111 | $6,644+7.0% | $8,070-11.9% | $4,296+65.5% |
| Admin fee / account holder | $4,773 | $7,941-39.9% | $12,998-63.3% | $6,918-31.0% |