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 | $41,691 | $83,369-50.0% | $105,223-60.4% | $67,986-38.7% |
| Participation rate | 64.8% | 56.3%+8.5pp | 75.0%-10.3pp | 57.2%+7.5pp |
| Annual return | 32.02% | 24.64%+7.4pp | 180.65%-148.6pp | 31.67%+0.4pp |
| Employer contribution / active EE | $1,891 | $2,541-25.6% | $3,689-48.7% | $2,019-6.3% |
| Participant deferral / active EE | $4,391 | $3,295+33.3% | $5,072-13.4% | $3,358+30.8% |
| Admin fee / account holder | $2,166 | $4,073-46.8% | $8,859-75.5% | $3,203-32.4% |