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 3-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 | $64,204 | $81,248-21.0% | $155,509-58.7% | $80,856-20.6% |
| Participation rate | 42.9% | 66.2%-23.4pp | 78.2%-35.3pp | 67.6%-24.8pp |
| Annual return | 62.72% | 33.31%+29.4pp | 64.67%-2.0pp | 35.59%+27.1pp |
| Employer contribution / active EE | $1,948 | $3,100-37.2% | $4,672-58.3% | $2,755-29.3% |
| Participant deferral / active EE | $4,477 | $3,452+29.7% | $5,626-20.4% | $4,296+4.2% |
| Admin fee / account holder | $540 | $7,997-93.2% | $15,912-96.6% | $6,918-92.2% |