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 | $35,003 | $61,774-43.3% | $97,226-64.0% | $80,856-56.7% |
| Participation rate | 33.3% | 63.5%-30.2pp | 72.7%-39.4pp | 67.6%-34.3pp |
| Annual return | 25.35% | -557.90%+583.2pp | 75.13%-49.8pp | 35.59%-10.2pp |
| Employer contribution / active EE | $863 | $1,837-53.0% | $2,729-68.4% | $2,755-68.7% |
| Participant deferral / active EE | $2,452 | $3,029-19.1% | $4,264-42.5% | $4,296-42.9% |
| Admin fee / account holder | $427 | $5,166-91.7% | $5,654-92.4% | $6,918-93.8% |