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 | $50,943 | $72,071-29.3% | $68,368-25.5% | $137,256-62.9% |
| Participation rate | 50.0% | 76.2%-26.2pp | 73.8%-23.8pp | 80.0%-30.0pp |
| Annual return | 21.18% | 353.14%-332.0pp | 292.57%-271.4pp | 220.34%-199.2pp |
| Employer contribution / active EE | $4,005 | $2,788+43.7% | $2,649+51.2% | $4,156-3.6% |
| Participant deferral / active EE | $4,023 | $4,410-8.8% | $4,123-2.4% | $6,407-37.2% |
| Admin fee / account holder | $315 | $5,336-94.1% | $5,150-93.9% | $12,270-97.4% |