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 | $55,416 | $159,901-65.3% | $146,958-62.3% | $145,922-62.0% |
| Participation rate | 69.6% | 84.0%-14.4pp | 82.2%-12.6pp | 80.3%-10.7pp |
| Annual return | 31.21% | 98.13%-66.9pp | 418.34%-387.1pp | 561.29%-530.1pp |
| Employer contribution / active EE | $4,057 | $5,286-23.2% | $4,933-17.8% | $4,660-12.9% |
| Participant deferral / active EE | $6,882 | $8,428-18.3% | $8,070-14.7% | $6,688+2.9% |
| Admin fee / account holder | $4,782 | $15,044-68.2% | $12,998-63.2% | $13,397-64.3% |