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 | $56,131 | $69,763-19.5% | $67,502-16.8% | $74,495-24.7% |
| Participation rate | 58.3% | 71.4%-13.1pp | 72.9%-14.6pp | 67.2%-8.9pp |
| Annual return | 23.00% | -40.34%+63.3pp | 3512.12%-3489.1pp | 1364.94%-1341.9pp |
| Employer contribution / active EE | $1,874 | $2,704-30.7% | $2,731-31.4% | $2,623-28.6% |
| Participant deferral / active EE | $4,685 | $3,636+28.9% | $4,000+17.1% | $4,346+7.8% |
| Admin fee / account holder | $2,973 | $896+231.8% | $3,998-25.6% | $1,942+53.1% |