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 | $48,041 | $101,069-52.5% | $81,478-41.0% | $147,584-67.4% |
| Participation rate | 42.9% | 74.5%-31.6pp | 68.0%-25.1pp | 82.8%-40.0pp |
| Annual return | 22.66% | 32.40%-9.7pp | 38.78%-16.1pp | 578.55%-555.9pp |
| Employer contribution / active EE | $0 | $3,205-100.0% | $2,568-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $5,006 | $4,242+18.0% | $3,537+41.6% | $5,439-8.0% |
| Admin fee / account holder | $1,010 | $5,812-82.6% | $4,561-77.9% | $10,885-90.7% |