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 | $59,146 | $65,409-9.6% | $98,442-39.9% | $85,850-31.1% |
| Participation rate | 40.0% | 65.0%-25.0pp | 73.3%-33.3pp | 69.3%-29.3pp |
| Annual return | 72.44% | 21.76%+50.7pp | 1492.73%-1420.3pp | 318.53%-246.1pp |
| Employer contribution / active EE | $547 | $2,168-74.8% | $2,960-81.5% | $2,565-78.7% |
| Participant deferral / active EE | $1,540 | $3,166-51.4% | $4,276-64.0% | $3,952-61.0% |
| Admin fee / account holder | $10,454 | $4,593+127.6% | $5,949+75.7% | $6,260+67.0% |