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 | $38,414 | $75,828-49.3% | $147,614-74.0% | $59,632-35.6% |
| Participation rate | 38.7% | 71.6%-32.9pp | 84.6%-46.0pp | 68.7%-30.0pp |
| Annual return | 1.90% | 0.37%+1.5pp | 61.98%-60.1pp | 2041.28%-2039.4pp |
| Employer contribution / active EE | $450 | $3,485-87.1% | $5,564-91.9% | $2,203-79.6% |
| Participant deferral / active EE | $2,334 | $3,130-25.4% | $4,895-52.3% | $3,192-26.9% |
| Admin fee / account holder | $5,187 | $5,985-13.3% | $11,611-55.3% | $4,297+20.7% |