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 | $13,724 | $49,173-72.1% | $121,098-88.7% | $75,163-81.7% |
| Participation rate | 43.7% | 55.4%-11.7pp | 69.5%-25.8pp | 67.2%-23.5pp |
| Annual return | 57.76% | 55.99%+1.8pp | 985.75%-928.0pp | 160.62%-102.9pp |
| Employer contribution / active EE | $1,628 | $1,546+5.3% | $4,164-60.9% | $2,670-39.0% |
| Participant deferral / active EE | $2,930 | $2,628+11.5% | $4,080-28.2% | $4,125-29.0% |
| Admin fee / account holder | $395 | $3,942-90.0% | $5,644-93.0% | $5,651-93.0% |