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 | $32,409 | $61,774-47.5% | $97,226-66.7% | $80,856-59.9% |
| Participation rate | 49.0% | 63.5%-14.5pp | 72.7%-23.7pp | 67.6%-18.7pp |
| Annual return | 14.85% | -557.90%+572.8pp | 75.13%-60.3pp | 35.59%-20.7pp |
| Employer contribution / active EE | $986 | $1,837-46.3% | $2,729-63.9% | $2,755-64.2% |
| Participant deferral / active EE | $1,665 | $3,029-45.0% | $4,264-61.0% | $4,296-61.2% |
| Admin fee / account holder | $514 | $5,166-90.1% | $5,654-90.9% | $6,918-92.6% |