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 | $57,432 | $89,753-36.0% | $107,525-46.6% | $84,808-32.3% |
| Participation rate | 23.3% | 68.1%-44.8pp | 75.1%-51.8pp | 68.3%-45.1pp |
| Annual return | 17.83% | 29.48%-11.6pp | 181.32%-163.5pp | 40.90%-23.1pp |
| Employer contribution / active EE | $1,391 | $3,113-55.3% | $3,754-62.9% | $2,631-47.1% |
| Participant deferral / active EE | $2,779 | $4,056-31.5% | $5,116-45.7% | $4,212-34.0% |
| Admin fee / account holder | $3,752 | $7,222-48.1% | $8,919-57.9% | $7,344-48.9% |