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 | $34,164 | $72,071-52.6% | $68,368-50.0% | $137,256-75.1% |
| Participation rate | 50.0% | 76.2%-26.2pp | 73.8%-23.8pp | 80.0%-30.0pp |
| Annual return | 14.67% | 353.14%-338.5pp | 292.57%-277.9pp | 220.34%-205.7pp |
| Employer contribution / active EE | $1,178 | $2,788-57.8% | $2,649-55.5% | $4,156-71.7% |
| Participant deferral / active EE | $6,355 | $4,410+44.1% | $4,123+54.1% | $6,407-0.8% |
| Admin fee / account holder | $429 | $5,336-92.0% | $5,150-91.7% | $12,270-96.5% |