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 | $47,372 | $142,344-66.7% | $119,609-60.4% | $134,475-64.8% |
| Participation rate | 66.7% | 82.8%-16.1pp | 79.3%-12.6pp | 81.2%-14.6pp |
| Annual return | 484.96% | -12.44%+497.4pp | -14.97%+499.9pp | 417.96%+67.0pp |
| Employer contribution / active EE | $2,367 | $5,222-54.7% | $4,232-44.1% | $4,740-50.1% |
| Participant deferral / active EE | $10,865 | $6,469+67.9% | $5,602+93.9% | $6,400+69.8% |
| Admin fee / account holder | $12,784 | $13,584-5.9% | $10,323+23.8% | $11,426+11.9% |