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 | $86,503 | $74,888+15.5% | $71,209+21.5% | $142,382-39.2% |
| Participation rate | 33.3% | 76.2%-42.9pp | 73.8%-40.4pp | 80.1%-46.8pp |
| Annual return | 13.18% | 345.14%-332.0pp | 282.51%-269.3pp | 217.08%-203.9pp |
| Employer contribution / active EE | $546 | $2,854-80.9% | $2,721-79.9% | $4,299-87.3% |
| Participant deferral / active EE | $1,515 | $4,454-66.0% | $4,175-63.7% | $6,507-76.7% |
| Admin fee / account holder | $17,058 | $5,568+206.3% | $5,349+218.9% | $12,624+35.1% |