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 | $23,266 | $44,960-48.3% | $84,966-72.6% | $74,495-68.8% |
| Participation rate | 37.4% | 49.4%-12.0pp | 67.5%-30.1pp | 67.2%-29.8pp |
| Annual return | 94.59% | 26.24%+68.3pp | 66.38%+28.2pp | 1364.94%-1270.4pp |
| Employer contribution / active EE | $1,055 | $1,457-27.6% | $2,727-61.3% | $2,623-59.8% |
| Participant deferral / active EE | $2,077 | $2,731-23.9% | $4,519-54.0% | $4,346-52.2% |
| Admin fee / account holder | $3,029 | $2,209+37.1% | $6,149-50.7% | $1,942+56.0% |