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 | $37,039 | $111,754-66.9% | $103,333-64.2% | $145,922-74.6% |
| Participation rate | 33.3% | 77.9%-44.6pp | 74.5%-41.2pp | 80.3%-46.9pp |
| Annual return | 32.95% | 24.77%+8.2pp | 24.88%+8.1pp | 561.29%-528.3pp |
| Employer contribution / active EE | $3,814 | $4,212-9.5% | $3,868-1.4% | $4,660-18.2% |
| Participant deferral / active EE | $5,341 | $5,619-4.9% | $5,057+5.6% | $6,688-20.1% |
| Admin fee / account holder | $39,315 | $9,750+303.2% | $8,355+370.6% | $13,397+193.5% |