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 | $44,106 | $91,538-51.8% | $129,995-66.1% | $75,163-41.3% |
| Participation rate | 31.0% | 71.4%-40.5pp | 78.5%-47.5pp | 67.2%-36.2pp |
| Annual return | 25.75% | -631.11%+656.9pp | -137.18%+162.9pp | 160.62%-134.9pp |
| Employer contribution / active EE | $1,618 | $2,845-43.1% | $4,320-62.6% | $2,670-39.4% |
| Participant deferral / active EE | $3,497 | $4,341-19.4% | $5,820-39.9% | $4,125-15.2% |
| Admin fee / account holder | $1,091 | $6,790-83.9% | $10,614-89.7% | $5,651-80.7% |