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 | $39,485 | $55,415-28.7% | $155,509-74.6% | $74,495-47.0% |
| Participation rate | 50.4% | 61.9%-11.5pp | 78.2%-27.8pp | 67.2%-16.8pp |
| Annual return | 56.87% | 268.50%-211.6pp | 64.67%-7.8pp | 1364.94%-1308.1pp |
| Employer contribution / active EE | $791 | $2,267-65.1% | $4,672-83.1% | $2,623-69.8% |
| Participant deferral / active EE | $5,622 | $2,836+98.2% | $5,626-0.1% | $4,346+29.4% |
| Admin fee / account holder | $6,023 | $1,738+246.5% | $15,912-62.1% | $1,942+210.2% |