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 | $7,779 | $96,305-91.9% | $80,569-90.3% | $139,434-94.4% |
| Participation rate | 64.3% | 73.6%-9.3pp | 67.0%-2.7pp | 80.3%-16.0pp |
| Annual return | 26.15% | 1350.08%-1323.9pp | 935.43%-909.3pp | 372.94%-346.8pp |
| Employer contribution / active EE | $1,961 | $3,262-39.9% | $2,723-28.0% | $4,751-58.7% |
| Participant deferral / active EE | $2,623 | $5,232-49.9% | $4,447-41.0% | $6,710-60.9% |
| Admin fee / account holder | $912 | $6,599-86.2% | $5,377-83.0% | $11,403-92.0% |