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 | $88,549 | $49,922+77.4% | $80,569+9.9% | $75,163+17.8% |
| Participation rate | 32.8% | 55.3%-22.5pp | 67.0%-34.2pp | 67.2%-34.4pp |
| Annual return | 17.47% | 34.69%-17.2pp | 935.43%-918.0pp | 160.62%-143.2pp |
| Employer contribution / active EE | $844 | $1,698-50.3% | $2,723-69.0% | $2,670-68.4% |
| Participant deferral / active EE | $2,287 | $2,990-23.5% | $4,447-48.6% | $4,125-44.6% |
| Admin fee / account holder | $7,274 | $3,577+103.3% | $5,377+35.3% | $5,651+28.7% |