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 | $24,632 | $89,753-72.6% | $107,525-77.1% | $84,808-71.0% |
| Participation rate | 39.3% | 68.1%-28.8pp | 75.1%-35.8pp | 68.3%-29.0pp |
| Annual return | 19.69% | 29.48%-9.8pp | 181.32%-161.6pp | 40.90%-21.2pp |
| Employer contribution / active EE | $1,661 | $3,113-46.6% | $3,754-55.7% | $2,631-36.9% |
| Participant deferral / active EE | $3,415 | $4,056-15.8% | $5,116-33.2% | $4,212-18.9% |
| Admin fee / account holder | $6,123 | $7,222-15.2% | $8,919-31.3% | $7,344-16.6% |