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 | $34,860 | $24,730+41.0% | $66,042-47.2% | $84,808-58.9% |
| Participation rate | 46.7% | 68.1%-21.4pp | 67.5%-20.8pp | 68.3%-21.6pp |
| Annual return | 21.40% | 79.55%-58.1pp | 52.11%-30.7pp | 40.90%-19.5pp |
| Employer contribution / active EE | $862 | $857+0.7% | $1,579-45.4% | $2,631-67.2% |
| Participant deferral / active EE | $3,593 | $1,737+106.8% | $2,835+26.7% | $4,212-14.7% |
| Admin fee / account holder | $486 | $3,014-83.9% | $5,747-91.6% | $7,344-93.4% |