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 | $15,201 | $77,899-80.5% | $149,673-89.8% | $75,163-79.8% |
| Participation rate | 58.2% | 65.6%-7.4pp | 78.8%-20.6pp | 67.2%-9.0pp |
| Annual return | 81.17% | 31.72%+49.4pp | 134.42%-53.3pp | 160.62%-79.5pp |
| Employer contribution / active EE | $2,254 | $3,137-28.2% | $4,818-53.2% | $2,670-15.6% |
| Participant deferral / active EE | $3,769 | $3,411+10.5% | $5,680-33.6% | $4,125-8.6% |
| Admin fee / account holder | $1,554 | $5,956-73.9% | $13,210-88.2% | $5,651-72.5% |