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 9-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 | $25,522 | $77,145-66.9% | $108,410-76.5% | $85,850-70.3% |
| Participation rate | 65.2% | 74.7%-9.5pp | 80.1%-14.9pp | 69.3%-4.1pp |
| Annual return | 66.36% | 44.54%+21.8pp | 905.27%-838.9pp | 318.53%-252.2pp |
| Employer contribution / active EE | $1,495 | $2,379-37.2% | $3,558-58.0% | $2,565-41.7% |
| Participant deferral / active EE | $5,156 | $5,566-7.4% | $6,563-21.4% | $3,952+30.5% |
| Admin fee / account holder | $762 | $5,172-85.3% | $7,295-89.6% | $6,260-87.8% |