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 | $7,127 | $90,348-92.1% | $75,972-90.6% | $145,922-95.1% |
| Participation rate | 54.5% | 74.5%-19.9pp | 69.1%-14.5pp | 80.3%-25.7pp |
| Annual return | 33.92% | 620.88%-587.0pp | 359.55%-325.6pp | 561.29%-527.4pp |
| Employer contribution / active EE | $1,116 | $3,311-66.3% | $2,685-58.4% | $4,660-76.0% |
| Participant deferral / active EE | $1,119 | $5,162-78.3% | $4,255-73.7% | $6,688-83.3% |
| Admin fee / account holder | $1,059 | $8,467-87.5% | $6,467-83.6% | $13,397-92.1% |