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 | $36,392 | $96,305-62.2% | $80,569-54.8% | $139,434-73.9% |
| Participation rate | 33.3% | 73.6%-40.3pp | 67.0%-33.7pp | 80.3%-47.0pp |
| Annual return | 19.52% | 1350.08%-1330.6pp | 935.43%-915.9pp | 372.94%-353.4pp |
| Employer contribution / active EE | $823 | $3,262-74.8% | $2,723-69.8% | $4,751-82.7% |
| Participant deferral / active EE | $5,054 | $5,232-3.4% | $4,447+13.6% | $6,710-24.7% |
| Admin fee / account holder | $938 | $6,599-85.8% | $5,377-82.6% | $11,403-91.8% |