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 | $36,615 | $89,753-59.2% | $107,525-65.9% | $84,808-56.8% |
| Participation rate | 21.1% | 68.1%-47.0pp | 75.1%-54.0pp | 68.3%-47.3pp |
| Annual return | 22.18% | 29.48%-7.3pp | 181.32%-159.1pp | 40.90%-18.7pp |
| Employer contribution / active EE | $1,124 | $3,113-63.9% | $3,754-70.0% | $2,631-57.3% |
| Participant deferral / active EE | $1,768 | $4,056-56.4% | $5,116-65.4% | $4,212-58.0% |
| Admin fee / account holder | $521 | $7,222-92.8% | $8,919-94.2% | $7,344-92.9% |