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 3-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 | $38,493 | $59,417-35.2% | $93,606-58.9% | $74,495-48.3% |
| Participation rate | 47.5% | 59.7%-12.2pp | 68.7%-21.3pp | 67.2%-19.7pp |
| Annual return | 20.15% | 81.83%-61.7pp | 133.20%-113.0pp | 1364.94%-1344.8pp |
| Employer contribution / active EE | $2,042 | $1,264+61.6% | $2,420-15.6% | $2,623-22.1% |
| Participant deferral / active EE | $4,658 | $3,050+52.7% | $4,411+5.6% | $4,346+7.2% |
| Admin fee / account holder | $757 | $3,021-74.9% | $8,285-90.9% | $1,942-61.0% |