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 | $54,523 | $102,382-46.7% | $147,005-62.9% | $80,874-32.6% |
| Participation rate | 62.5% | 75.8%-13.3pp | 82.2%-19.7pp | 67.6%-5.1pp |
| Annual return | 16.45% | 134.89%-118.4pp | 418.76%-402.3pp | 35.62%-19.2pp |
| Employer contribution / active EE | $2,576 | $3,715-30.7% | $4,934-47.8% | $2,756-6.5% |
| Participant deferral / active EE | $5,646 | $6,646-15.1% | $8,070-30.0% | $4,297+31.4% |
| Admin fee / account holder | $628 | $7,942-92.1% | $13,006-95.2% | $6,935-91.0% |