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 | $28,104 | $67,823-58.6% | $52,425-46.4% | $137,256-79.5% |
| Participation rate | 40.0% | 63.9%-23.9pp | 55.6%-15.6pp | 80.0%-40.0pp |
| Annual return | 22.30% | 219.11%-196.8pp | 302.12%-279.8pp | 220.34%-198.0pp |
| Employer contribution / active EE | $944 | $1,163-18.8% | $914+3.2% | $4,156-77.3% |
| Participant deferral / active EE | $2,860 | $2,288+25.0% | $1,790+59.7% | $6,407-55.4% |
| Admin fee / account holder | $453 | $2,844-84.1% | $2,495-81.9% | $12,270-96.3% |