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 | $109,413-61.3% | $156,263-72.9% | $84,808-50.1% |
| Participation rate | 45.5% | 72.7%-27.2pp | 78.9%-33.5pp | 68.3%-22.9pp |
| Annual return | 134.79% | 20.18%+114.6pp | 59.47%+75.3pp | 40.90%+93.9pp |
| Employer contribution / active EE | $894 | $2,907-69.2% | $4,333-79.4% | $2,631-66.0% |
| Participant deferral / active EE | $2,013 | $4,590-56.1% | $6,158-67.3% | $4,212-52.2% |
| Admin fee / account holder | $1,499 | $9,357-84.0% | $14,255-89.5% | $7,344-79.6% |