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 | $23,725 | $55,415-57.2% | $155,509-84.7% | $74,495-68.2% |
| Participation rate | 53.5% | 61.9%-8.4pp | 78.2%-24.7pp | 67.2%-13.7pp |
| Annual return | 16.34% | 268.50%-252.2pp | 64.67%-48.3pp | 1364.94%-1348.6pp |
| Employer contribution / active EE | $2,105 | $2,267-7.1% | $4,672-54.9% | $2,623-19.7% |
| Participant deferral / active EE | $3,706 | $2,836+30.7% | $5,626-34.1% | $4,346-14.7% |
| Admin fee / account holder | $1,666 | $1,738-4.2% | $15,912-89.5% | $1,942-14.2% |