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 6-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 | $20,088 | $72,071-72.1% | $68,368-70.6% | $137,256-85.4% |
| Participation rate | 40.0% | 76.2%-36.2pp | 73.8%-33.8pp | 80.0%-40.0pp |
| Annual return | 25.30% | 353.14%-327.8pp | 292.57%-267.3pp | 220.34%-195.0pp |
| Employer contribution / active EE | $745 | $2,788-73.3% | $2,649-71.9% | $4,156-82.1% |
| Participant deferral / active EE | $10,350 | $4,410+134.7% | $4,123+151.1% | $6,407+61.6% |
| Admin fee / account holder | $25,301 | $5,336+374.2% | $5,150+391.3% | $12,270+106.2% |