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 | $27,092 | $81,625-66.8% | $58,482-53.7% | $139,434-80.6% |
| Participation rate | 50.0% | 61.3%-11.3pp | 50.9%-0.9pp | 80.3%-30.3pp |
| Annual return | 26.51% | 7404.20%-7377.7pp | 4239.32%-4212.8pp | 372.94%-346.4pp |
| Employer contribution / active EE | $697 | $1,398-50.2% | $1,053-33.9% | $4,751-85.3% |
| Participant deferral / active EE | $4,887 | $2,557+91.1% | $1,924+154.0% | $6,710-27.2% |
| Admin fee / account holder | $719 | $3,265-78.0% | $2,516-71.4% | $11,403-93.7% |