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 | $23,106 | $49,922-53.7% | $80,569-71.3% | $75,163-69.3% |
| Participation rate | 36.4% | 55.3%-18.9pp | 67.0%-30.6pp | 67.2%-30.8pp |
| Annual return | 25.77% | 34.69%-8.9pp | 935.43%-909.7pp | 160.62%-134.8pp |
| Employer contribution / active EE | $1,053 | $1,698-38.0% | $2,723-61.3% | $2,670-60.6% |
| Participant deferral / active EE | $2,358 | $2,990-21.2% | $4,447-47.0% | $4,125-42.8% |
| Admin fee / account holder | $384 | $3,577-89.3% | $5,377-92.9% | $5,651-93.2% |