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 | $37,593 | $68,346-45.0% | $94,646-60.3% | $75,163-50.0% |
| Participation rate | 62.9% | 76.1%-13.2pp | 80.8%-18.0pp | 67.2%-4.3pp |
| Annual return | 22.58% | 616.93%-594.3pp | 156.71%-134.1pp | 160.62%-138.0pp |
| Employer contribution / active EE | $0 | $2,701-100.0% | $3,672-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $9,414 | $6,537+44.0% | $7,418+26.9% | $4,125+128.2% |
| Admin fee / account holder | $5,265 | $5,326-1.1% | $7,231-27.2% | $5,651-6.8% |