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 | $27,004 | $54,701-50.6% | $86,188-68.7% | $71,457-62.2% |
| Participation rate | 32.5% | 60.1%-27.6pp | 69.0%-36.5pp | 67.9%-35.4pp |
| Annual return | 39.49% | 20.06%+19.4pp | 1168.45%-1129.0pp | 28.85%+10.6pp |
| Employer contribution / active EE | $439 | $1,265-65.3% | $2,380-81.6% | $2,588-83.0% |
| Participant deferral / active EE | $1,593 | $3,108-48.7% | $3,985-60.0% | $4,289-62.9% |
| Admin fee / account holder | $624 | $1,922-67.5% | $6,852-90.9% | $1,587-60.7% |