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 | $60,321 | $102,317-41.0% | $146,958-59.0% | $80,856-25.4% |
| Participation rate | 59.2% | 75.8%-16.6pp | 82.2%-23.0pp | 67.6%-8.5pp |
| Annual return | 12.80% | 134.76%-122.0pp | 418.34%-405.5pp | 35.59%-22.8pp |
| Employer contribution / active EE | $2,278 | $3,713-38.6% | $4,933-53.8% | $2,755-17.3% |
| Participant deferral / active EE | $4,806 | $6,644-27.7% | $8,070-40.4% | $4,296+11.9% |
| Admin fee / account holder | $3,717 | $7,941-53.2% | $12,998-71.4% | $6,918-46.3% |