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 | $19,012 | $83,902-77.3% | $167,512-88.7% | $84,808-77.6% |
| Participation rate | 66.7% | 66.5%+0.2pp | 77.1%-10.4pp | 68.3%-1.6pp |
| Annual return | 18.72% | 91.55%-72.8pp | 1615.79%-1597.1pp | 40.90%-22.2pp |
| Employer contribution / active EE | $2,000 | $2,264-11.6% | $3,882-48.5% | $2,631-24.0% |
| Participant deferral / active EE | $2,809 | $4,442-36.8% | $6,405-56.1% | $4,212-33.3% |
| Admin fee / account holder | $3,090 | $7,915-61.0% | $9,769-68.4% | $7,344-57.9% |