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 | $31,289 | $158,398-80.2% | $126,539-75.3% | $142,382-78.0% |
| Participation rate | 50.0% | 75.8%-25.8pp | 69.8%-19.8pp | 80.1%-30.1pp |
| Annual return | 10.86% | 593.76%-582.9pp | 425.95%-415.1pp | 217.08%-206.2pp |
| Employer contribution / active EE | $4,492 | $4,650-3.4% | $3,674+22.3% | $4,299+4.5% |
| Participant deferral / active EE | $6,335 | $4,767+32.9% | $4,083+55.2% | $6,507-2.7% |
| Admin fee / account holder | $128,877 | $6,918+1762.9% | $6,065+2025.1% | $12,624+920.9% |