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 3-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 | $31,835 | $58,208-45.3% | $81,812-61.1% | $80,856-60.6% |
| Participation rate | 34.6% | 63.4%-28.8pp | 72.3%-37.7pp | 67.6%-33.0pp |
| Annual return | 18.67% | 41.66%-23.0pp | 773.79%-755.1pp | 35.59%-16.9pp |
| Employer contribution / active EE | $2,424 | $2,340+3.6% | $2,912-16.8% | $2,755-12.0% |
| Participant deferral / active EE | $1,355 | $3,281-58.7% | $4,319-68.6% | $4,296-68.5% |
| Admin fee / account holder | $443 | $4,981-91.1% | $7,386-94.0% | $6,918-93.6% |