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 | $25,090 | $89,753-72.0% | $107,525-76.7% | $84,808-70.4% |
| Participation rate | 42.9% | 68.1%-25.2pp | 75.1%-32.2pp | 68.3%-25.5pp |
| Annual return | 21.29% | 29.48%-8.2pp | 181.32%-160.0pp | 40.90%-19.6pp |
| Employer contribution / active EE | $1,605 | $3,113-48.5% | $3,754-57.3% | $2,631-39.0% |
| Participant deferral / active EE | $3,058 | $4,056-24.6% | $5,116-40.2% | $4,212-27.4% |
| Admin fee / account holder | $304 | $7,222-95.8% | $8,919-96.6% | $7,344-95.9% |