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 3-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 | $38,923 | $99,921-61.0% | $85,009-54.2% | $145,959-73.3% |
| Participation rate | 43.5% | 74.1%-30.6pp | 67.5%-24.0pp | 80.3%-36.8pp |
| Annual return | 16.01% | 83.89%-67.9pp | 66.47%-50.5pp | 561.95%-545.9pp |
| Employer contribution / active EE | $2,205 | $3,233-31.8% | $2,728-19.2% | $4,661-52.7% |
| Participant deferral / active EE | $3,589 | $5,293-32.2% | $4,522-20.6% | $6,689-46.3% |
| Admin fee / account holder | $1,691 | $7,252-76.7% | $6,153-72.5% | $13,398-87.4% |