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 | $32,613 | $76,738-57.5% | $56,411-42.2% | $145,922-77.7% |
| Participation rate | 44.4% | 63.2%-18.8pp | 52.5%-8.0pp | 80.3%-35.8pp |
| Annual return | 9.75% | 2994.23%-2984.5pp | 1701.33%-1691.6pp | 561.29%-551.5pp |
| Employer contribution / active EE | $1,599 | $1,380+15.9% | $1,039+53.9% | $4,660-65.7% |
| Participant deferral / active EE | $4,366 | $2,623+66.5% | $1,952+123.7% | $6,688-34.7% |
| Admin fee / account holder | $1,193 | $3,334-64.2% | $2,829-57.8% | $13,397-91.1% |