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 8-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 | $37,099 | $91,538-59.5% | $129,995-71.5% | $75,163-50.6% |
| Participation rate | 54.5% | 71.4%-16.9pp | 78.5%-23.9pp | 67.2%-12.6pp |
| Annual return | 21.04% | -631.11%+652.2pp | -137.18%+158.2pp | 160.62%-139.6pp |
| Employer contribution / active EE | $1,354 | $2,845-52.4% | $4,320-68.7% | $2,670-49.3% |
| Participant deferral / active EE | $3,656 | $4,341-15.8% | $5,820-37.2% | $4,125-11.4% |
| Admin fee / account holder | $856 | $6,790-87.4% | $10,614-91.9% | $5,651-84.9% |