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 | $20,932 | $48,335-56.7% | $121,098-82.7% | $71,457-70.7% |
| Participation rate | 34.0% | 54.3%-20.3pp | 69.5%-35.5pp | 67.9%-34.0pp |
| Annual return | 21.52% | 23.32%-1.8pp | 985.75%-964.2pp | 28.85%-7.3pp |
| Employer contribution / active EE | $951 | $1,489-36.1% | $4,164-77.2% | $2,588-63.2% |
| Participant deferral / active EE | $2,440 | $2,754-11.4% | $4,080-40.2% | $4,289-43.1% |
| Admin fee / account holder | $3,909 | $1,841+112.4% | $5,644-30.7% | $1,587+146.3% |