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 | $35,297 | $88,751-60.2% | $81,812-56.9% | $145,922-75.8% |
| Participation rate | 55.6% | 75.0%-19.5pp | 72.3%-16.8pp | 80.3%-24.7pp |
| Annual return | 133.21% | 1025.40%-892.2pp | 773.79%-640.6pp | 561.29%-428.1pp |
| Employer contribution / active EE | $2,692 | $3,083-12.7% | $2,912-7.6% | $4,660-42.2% |
| Participant deferral / active EE | $3,565 | $4,643-23.2% | $4,319-17.5% | $6,688-46.7% |
| Admin fee / account holder | $1,806 | $8,415-78.5% | $7,386-75.6% | $13,397-86.5% |