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 | $29,390 | $60,323-51.3% | $81,812-64.1% | $74,495-60.5% |
| Participation rate | 28.6% | 62.9%-34.3pp | 72.3%-43.8pp | 67.2%-38.6pp |
| Annual return | 16.55% | 16.90%-0.3pp | 773.79%-757.2pp | 1364.94%-1348.4pp |
| Employer contribution / active EE | $716 | $2,620-72.7% | $2,912-75.4% | $2,623-72.7% |
| Participant deferral / active EE | $1,333 | $3,387-60.6% | $4,319-69.1% | $4,346-69.3% |
| Admin fee / account holder | $3,047 | $1,486+105.1% | $7,386-58.7% | $1,942+56.9% |