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 | $50,888 | $47,105+8.0% | $68,368-25.6% | $67,986-25.1% |
| Participation rate | 26.3% | 51.8%-25.5pp | 73.8%-47.5pp | 57.2%-30.9pp |
| Annual return | 20.04% | 48.37%-28.3pp | 292.57%-272.5pp | 31.67%-11.6pp |
| Employer contribution / active EE | $904 | $1,859-51.4% | $2,649-65.9% | $2,019-55.2% |
| Participant deferral / active EE | $2,653 | $2,374+11.8% | $4,123-35.6% | $3,358-21.0% |
| Admin fee / account holder | $331 | $2,435-86.4% | $5,150-93.6% | $3,203-89.7% |