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 | $83,913 | $105,126-20.2% | $94,646-11.3% | $139,434-39.8% |
| Participation rate | 40.9% | 82.4%-41.4pp | 80.8%-39.9pp | 80.3%-39.4pp |
| Annual return | 14.49% | 38.03%-23.5pp | 156.71%-142.2pp | 372.94%-358.4pp |
| Employer contribution / active EE | $1,807 | $4,106-56.0% | $3,672-50.8% | $4,751-62.0% |
| Participant deferral / active EE | $4,622 | $7,599-39.2% | $7,418-37.7% | $6,710-31.1% |
| Admin fee / account holder | $29,370 | $8,984+226.9% | $7,231+306.2% | $11,403+157.6% |