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 | $43,331 | $102,317-57.7% | $146,958-70.5% | $80,856-46.4% |
| Participation rate | 63.0% | 75.8%-12.8pp | 82.2%-19.1pp | 67.6%-4.6pp |
| Annual return | 17.48% | 134.76%-117.3pp | 418.34%-400.9pp | 35.59%-18.1pp |
| Employer contribution / active EE | $2,146 | $3,713-42.2% | $4,933-56.5% | $2,755-22.1% |
| Participant deferral / active EE | $5,576 | $6,644-16.1% | $8,070-30.9% | $4,296+29.8% |
| Admin fee / account holder | $2,575 | $7,941-67.6% | $12,998-80.2% | $6,918-62.8% |