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 | $45,655 | $53,516-14.7% | $126,539-63.9% | $84,808-46.2% |
| Participation rate | 52.5% | 58.2%-5.8pp | 69.8%-17.4pp | 68.3%-15.9pp |
| Annual return | 22.82% | 58.34%-35.5pp | 425.95%-403.1pp | 40.90%-18.1pp |
| Employer contribution / active EE | $3,341 | $1,535+117.7% | $3,674-9.1% | $2,631+27.0% |
| Participant deferral / active EE | $4,559 | $2,671+70.7% | $4,083+11.7% | $4,212+8.2% |
| Admin fee / account holder | $851 | $4,497-81.1% | $6,065-86.0% | $7,344-88.4% |