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 | $20,942 | $58,208-64.0% | $81,812-74.4% | $80,856-74.1% |
| Participation rate | 56.0% | 63.4%-7.4pp | 72.3%-16.3pp | 67.6%-11.6pp |
| Annual return | 24.11% | 41.66%-17.5pp | 773.79%-749.7pp | 35.59%-11.5pp |
| Employer contribution / active EE | $1,158 | $2,340-50.5% | $2,912-60.2% | $2,755-58.0% |
| Participant deferral / active EE | $2,469 | $3,281-24.8% | $4,319-42.8% | $4,296-42.5% |
| Admin fee / account holder | $1,323 | $4,981-73.4% | $7,386-82.1% | $6,918-80.9% |