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 | $37,522 | $56,053-33.1% | $75,972-50.6% | $80,856-53.6% |
| Participation rate | 12.3% | 62.0%-49.8pp | 69.1%-56.8pp | 67.6%-55.4pp |
| Annual return | 23.41% | 20.53%+2.9pp | 359.55%-336.1pp | 35.59%-12.2pp |
| Employer contribution / active EE | $1,301 | $1,874-30.6% | $2,685-51.5% | $2,755-52.8% |
| Participant deferral / active EE | $3,969 | $3,052+30.1% | $4,255-6.7% | $4,296-7.6% |
| Admin fee / account holder | $14,284 | $5,234+172.9% | $6,467+120.9% | $6,918+106.5% |