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 | $102,317-75.5% | $146,958-82.9% | $80,856-69.0% |
| Participation rate | 25.6% | 75.8%-50.2pp | 82.2%-56.5pp | 67.6%-42.0pp |
| Annual return | 43.62% | 134.76%-91.1pp | 418.34%-374.7pp | 35.59%+8.0pp |
| Employer contribution / active EE | $1,000 | $3,713-73.1% | $4,933-79.7% | $2,755-63.7% |
| Participant deferral / active EE | $2,947 | $6,644-55.6% | $8,070-63.5% | $4,296-31.4% |
| Admin fee / account holder | $1,641 | $7,941-79.3% | $12,998-87.4% | $6,918-76.3% |