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 6-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 | $29,888 | $96,305-69.0% | $80,569-62.9% | $139,434-78.6% |
| Participation rate | 38.1% | 73.6%-35.5pp | 67.0%-28.9pp | 80.3%-42.2pp |
| Annual return | 49.78% | 1350.08%-1300.3pp | 935.43%-885.6pp | 372.94%-323.2pp |
| Employer contribution / active EE | $1,329 | $3,262-59.2% | $2,723-51.2% | $4,751-72.0% |
| Participant deferral / active EE | $3,865 | $5,232-26.1% | $4,447-13.1% | $6,710-42.4% |
| Admin fee / account holder | $461 | $6,599-93.0% | $5,377-91.4% | $11,403-96.0% |