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 | $61,062 | $121,625-49.8% | $104,607-41.6% | $158,922-61.6% |
| Participation rate | 50.0% | 77.5%-27.5pp | 74.1%-24.1pp | 82.0%-32.0pp |
| Annual return | 21.26% | 465.26%-444.0pp | 340.46%-319.2pp | 302.83%-281.6pp |
| Employer contribution / active EE | $1,750 | $3,163-44.7% | $2,681-34.7% | $4,761-63.2% |
| Participant deferral / active EE | $4,200 | $4,177+0.5% | $3,740+12.3% | $5,982-29.8% |
| Admin fee / account holder | $520 | $7,787-93.3% | $6,473-92.0% | $11,246-95.4% |