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 | $25,153 | $111,754-77.5% | $103,333-75.7% | $145,922-82.8% |
| Participation rate | 61.5% | 77.9%-16.4pp | 74.5%-13.0pp | 80.3%-18.7pp |
| Annual return | 91.72% | 24.77%+67.0pp | 24.88%+66.8pp | 561.29%-469.6pp |
| Employer contribution / active EE | $1,838 | $4,212-56.4% | $3,868-52.5% | $4,660-60.6% |
| Participant deferral / active EE | $4,438 | $5,619-21.0% | $5,057-12.3% | $6,688-33.6% |
| Admin fee / account holder | $1,750 | $9,750-82.1% | $8,355-79.1% | $13,397-86.9% |