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 | $45,366 | $74,888-39.4% | $71,209-36.3% | $142,382-68.1% |
| Participation rate | 60.0% | 76.2%-16.2pp | 73.8%-13.8pp | 80.1%-20.1pp |
| Annual return | 27.54% | 345.14%-317.6pp | 282.51%-255.0pp | 217.08%-189.5pp |
| Employer contribution / active EE | $1,485 | $2,854-48.0% | $2,721-45.4% | $4,299-65.5% |
| Participant deferral / active EE | $10,122 | $4,454+127.2% | $4,175+142.4% | $6,507+55.5% |
| Admin fee / account holder | $897 | $5,568-83.9% | $5,349-83.2% | $12,624-92.9% |