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 | $25,478 | $109,881-76.8% | $150,045-83.0% | $84,808-70.0% |
| Participation rate | 43.6% | 76.1%-32.5pp | 82.3%-38.7pp | 68.3%-24.7pp |
| Annual return | 41.00% | 28.25%+12.8pp | 62.55%-21.5pp | 40.90%+0.1pp |
| Employer contribution / active EE | $2,897 | $3,561-18.7% | $4,693-38.3% | $2,631+10.1% |
| Participant deferral / active EE | $6,557 | $6,636-1.2% | $7,997-18.0% | $4,212+55.7% |
| Admin fee / account holder | $1,348 | $8,568-84.3% | $13,435-90.0% | $7,344-81.7% |