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 | $106,749-76.1% | $145,433-82.5% | $82,448-69.1% |
| Participation rate | 43.6% | 75.6%-32.1pp | 82.1%-38.5pp | 68.1%-24.5pp |
| Annual return | 41.00% | 27.59%+13.4pp | 66.58%-25.6pp | 41.64%-0.6pp |
| Employer contribution / active EE | $2,897 | $3,444-15.9% | $4,554-36.4% | $2,551+13.6% |
| Participant deferral / active EE | $6,557 | $6,519+0.6% | $7,897-17.0% | $4,139+58.4% |
| Admin fee / account holder | $1,348 | $8,390-83.9% | $13,129-89.7% | $7,234-81.4% |