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 | $32,420 | $59,417-45.4% | $93,606-65.4% | $74,495-56.5% |
| Participation rate | 32.5% | 59.7%-27.2pp | 68.7%-36.2pp | 67.2%-34.7pp |
| Annual return | 15.54% | 81.83%-66.3pp | 133.20%-117.7pp | 1364.94%-1349.4pp |
| Employer contribution / active EE | $838 | $1,264-33.7% | $2,420-65.4% | $2,623-68.1% |
| Participant deferral / active EE | $2,402 | $3,050-21.2% | $4,411-45.5% | $4,346-44.7% |
| Admin fee / account holder | $6,139 | $3,021+103.2% | $8,285-25.9% | $1,942+216.2% |