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 | $83,905 | $83,9020% | $167,512-49.9% | $84,808-1.1% |
| Participation rate | 50.0% | 66.5%-16.5pp | 77.1%-27.1pp | 68.3%-18.3pp |
| Annual return | 14.43% | 91.55%-77.1pp | 1615.79%-1601.4pp | 40.90%-26.5pp |
| Employer contribution / active EE | $1,553 | $2,264-31.4% | $3,882-60.0% | $2,631-41.0% |
| Participant deferral / active EE | $2,801 | $4,442-36.9% | $6,405-56.3% | $4,212-33.5% |
| Admin fee / account holder | $3,305 | $7,915-58.2% | $9,769-66.2% | $7,344-55.0% |