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 | $22,735 | $49,922-54.5% | $80,569-71.8% | $75,163-69.8% |
| Participation rate | 33.3% | 55.3%-22.0pp | 67.0%-33.7pp | 67.2%-33.9pp |
| Annual return | 32.36% | 34.69%-2.3pp | 935.43%-903.1pp | 160.62%-128.3pp |
| Employer contribution / active EE | $0 | $1,698-100.0% | $2,723-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $5,230 | $2,990+74.9% | $4,447+17.6% | $4,125+26.8% |
| Admin fee / account holder | $751 | $3,577-79.0% | $5,377-86.0% | $5,651-86.7% |