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 | $5,640 | $51,638-89.1% | $68,368-91.8% | $82,448-93.2% |
| Participation rate | 67.9% | 63.6%+4.2pp | 73.8%-5.9pp | 68.1%-0.2pp |
| Annual return | 42.72% | 37.53%+5.2pp | 292.57%-249.9pp | 41.64%+1.1pp |
| Employer contribution / active EE | $1,131 | $2,047-44.7% | $2,649-57.3% | $2,551-55.7% |
| Participant deferral / active EE | $1,350 | $2,914-53.7% | $4,123-67.3% | $4,139-67.4% |
| Admin fee / account holder | $964 | $4,643-79.2% | $5,150-81.3% | $7,234-86.7% |