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 | $42,090 | $56,317-25.3% | $71,209-40.9% | $74,304-43.4% |
| Participation rate | 64.1% | 55.1%+9.0pp | 73.8%-9.7pp | 60.3%+3.7pp |
| Annual return | 14.74% | 42.83%-28.1pp | 282.51%-267.8pp | 29.43%-14.7pp |
| Employer contribution / active EE | $1,645 | $2,160-23.8% | $2,721-39.5% | $2,241-26.6% |
| Participant deferral / active EE | $2,518 | $2,788-9.7% | $4,175-39.7% | $3,767-33.2% |
| Admin fee / account holder | $17,796 | $2,290+677.2% | $5,349+232.7% | $2,969+499.4% |