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 | $10,189 | $74,888-86.4% | $71,209-85.7% | $142,382-92.8% |
| Participation rate | 50.0% | 76.2%-26.2pp | 73.8%-23.8pp | 80.1%-30.1pp |
| Annual return | 18.64% | 345.14%-326.5pp | 282.51%-263.9pp | 217.08%-198.4pp |
| Employer contribution / active EE | $3,424 | $2,854+20.0% | $2,721+25.8% | $4,299-20.4% |
| Participant deferral / active EE | $3,424 | $4,454-23.1% | $4,175-18.0% | $6,507-47.4% |
| Admin fee / account holder | $41,564 | $5,568+646.4% | $5,349+677.1% | $12,624+229.3% |