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 | $72,071+20.0% | $68,368+26.5% | $137,256-37.0% |
| Participation rate | 33.3% | 76.2%-42.9pp | 73.8%-40.4pp | 80.0%-46.6pp |
| Annual return | 13.18% | 353.14%-340.0pp | 292.57%-279.4pp | 220.34%-207.2pp |
| Employer contribution / active EE | $546 | $2,788-80.4% | $2,649-79.4% | $4,156-86.9% |
| Participant deferral / active EE | $1,515 | $4,410-65.6% | $4,123-63.2% | $6,407-76.4% |
| Admin fee / account holder | $17,058 | $5,336+219.7% | $5,150+231.2% | $12,270+39.0% |