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 | $32,812 | $56,053-41.5% | $75,972-56.8% | $80,856-59.4% |
| Participation rate | 49.2% | 62.0%-12.8pp | 69.1%-19.8pp | 67.6%-18.4pp |
| Annual return | 17.70% | 20.53%-2.8pp | 359.55%-341.8pp | 35.59%-17.9pp |
| Employer contribution / active EE | $3,505 | $1,874+87.0% | $2,685+30.6% | $2,755+27.2% |
| Participant deferral / active EE | $3,205 | $3,052+5.0% | $4,255-24.7% | $4,296-25.4% |
| Admin fee / account holder | $423 | $5,234-91.9% | $6,467-93.5% | $6,918-93.9% |