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 | $80,392 | $95,862-16.1% | $79,550+1.1% | $134,475-40.2% |
| Participation rate | 27.3% | 75.0%-47.8pp | 69.5%-42.2pp | 81.2%-53.9pp |
| Annual return | 111.94% | -2.69%+114.6pp | 0.16%+111.8pp | 417.96%-306.0pp |
| Employer contribution / active EE | $600 | $3,128-80.8% | $2,413-75.1% | $4,740-87.3% |
| Participant deferral / active EE | $3,145 | $4,693-33.0% | $3,985-21.1% | $6,400-50.9% |
| Admin fee / account holder | $712 | $9,126-92.2% | $6,832-89.6% | $11,426-93.8% |