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 | $24,048 | $81,248-70.4% | $155,509-84.5% | $80,856-70.3% |
| Participation rate | 50.0% | 66.2%-16.2pp | 78.2%-28.2pp | 67.6%-17.6pp |
| Annual return | 74.16% | 33.31%+40.9pp | 64.67%+9.5pp | 35.59%+38.6pp |
| Employer contribution / active EE | $1,171 | $3,100-62.2% | $4,672-74.9% | $2,755-57.5% |
| Participant deferral / active EE | $2,062 | $3,452-40.2% | $5,626-63.3% | $4,296-52.0% |
| Admin fee / account holder | $549 | $7,997-93.1% | $15,912-96.5% | $6,918-92.1% |