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 | $6,816 | $54,705-87.5% | $71,209-90.4% | $84,808-92.0% |
| Participation rate | 32.3% | 64.1%-31.8pp | 73.8%-41.5pp | 68.3%-36.0pp |
| Annual return | 47.18% | 35.90%+11.3pp | 282.51%-235.3pp | 40.90%+6.3pp |
| Employer contribution / active EE | $1,125 | $2,158-47.9% | $2,721-58.7% | $2,631-57.3% |
| Participant deferral / active EE | $1,450 | $3,030-52.2% | $4,175-65.3% | $4,212-65.6% |
| Admin fee / account holder | $352 | $4,863-92.8% | $5,349-93.4% | $7,344-95.2% |