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 | $25,099 | $102,382-75.5% | $147,005-82.9% | $80,874-69.0% |
| Participation rate | 25.6% | 75.8%-50.2pp | 82.2%-56.5pp | 67.6%-42.0pp |
| Annual return | 43.62% | 134.89%-91.3pp | 418.76%-375.1pp | 35.62%+8.0pp |
| Employer contribution / active EE | $1,000 | $3,715-73.1% | $4,934-79.7% | $2,756-63.7% |
| Participant deferral / active EE | $2,947 | $6,646-55.7% | $8,070-63.5% | $4,297-31.4% |
| Admin fee / account holder | $1,641 | $7,942-79.3% | $13,006-87.4% | $6,935-76.3% |