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 | $94,277 | $127,065-25.8% | $113,168-16.7% | $142,382-33.8% |
| Participation rate | 57.9% | 79.2%-21.3pp | 76.6%-18.7pp | 80.1%-22.2pp |
| Annual return | 56.97% | 24.03%+32.9pp | 24.27%+32.7pp | 217.08%-160.1pp |
| Employer contribution / active EE | $2,253 | $3,442-34.5% | $2,975-24.3% | $4,299-47.6% |
| Participant deferral / active EE | $3,294 | $5,716-42.4% | $5,107-35.5% | $6,507-49.4% |
| Admin fee / account holder | $2,873 | $15,736-81.7% | $12,068-76.2% | $12,624-77.2% |