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 | $6,397 | $85,022-92.5% | $70,515-90.9% | $139,434-95.4% |
| Participation rate | 50.0% | 73.9%-23.9pp | 68.3%-18.3pp | 80.3%-30.3pp |
| Annual return | 32.64% | 30.38%+2.3pp | 32.77%-0.1pp | 372.94%-340.3pp |
| Employer contribution / active EE | $1,099 | $3,909-71.9% | $2,973-63.0% | $4,751-76.9% |
| Participant deferral / active EE | $1,556 | $5,890-73.6% | $4,567-65.9% | $6,710-76.8% |
| Admin fee / account holder | $1,603 | $8,906-82.0% | $6,412-75.0% | $11,403-85.9% |