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 | $42,338 | $108,825-61.1% | $156,181-72.9% | $82,448-48.6% |
| Participation rate | 45.5% | 72.4%-26.9pp | 78.8%-33.4pp | 68.1%-22.6pp |
| Annual return | 134.79% | 20.59%+114.2pp | 64.87%+69.9pp | 41.64%+93.2pp |
| Employer contribution / active EE | $894 | $2,870-68.8% | $4,294-79.2% | $2,551-64.9% |
| Participant deferral / active EE | $2,013 | $4,577-56.0% | $6,132-67.2% | $4,139-51.4% |
| Admin fee / account holder | $1,499 | $9,341-84.0% | $14,586-89.7% | $7,234-79.3% |