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 | $23,146 | $24,730-6.4% | $66,042-65.0% | $84,808-72.7% |
| Participation rate | 48.1% | 68.1%-19.9pp | 67.5%-19.4pp | 68.3%-20.2pp |
| Annual return | 25.98% | 79.55%-53.6pp | 52.11%-26.1pp | 40.90%-14.9pp |
| Employer contribution / active EE | $1,107 | $857+29.3% | $1,579-29.9% | $2,631-57.9% |
| Participant deferral / active EE | $2,048 | $1,737+17.9% | $2,835-27.8% | $4,212-51.4% |
| Admin fee / account holder | $1,352 | $3,014-55.2% | $5,747-76.5% | $7,344-81.6% |