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 | $24,605 | $183,592-86.6% | $155,567-84.2% | $145,959-83.1% |
| Participation rate | 42.9% | 82.7%-39.8pp | 78.2%-35.3pp | 80.3%-37.4pp |
| Annual return | 23.52% | 61.24%-37.7pp | 64.74%-41.2pp | 561.95%-538.4pp |
| Employer contribution / active EE | $1,729 | $5,315-67.5% | $4,674-63.0% | $4,661-62.9% |
| Participant deferral / active EE | $5,709 | $6,464-11.7% | $5,628+1.4% | $6,689-14.6% |
| Admin fee / account holder | $48,640 | $19,318+151.8% | $15,916+205.6% | $13,398+263.0% |