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 | $15,514 | $96,305-83.9% | $80,569-80.7% | $139,434-88.9% |
| Participation rate | 66.7% | 73.6%-7.0pp | 67.0%-0.3pp | 80.3%-13.7pp |
| Annual return | 36.39% | 1350.08%-1313.7pp | 935.43%-899.0pp | 372.94%-336.5pp |
| Employer contribution / active EE | $3,122 | $3,262-4.3% | $2,723+14.6% | $4,751-34.3% |
| Participant deferral / active EE | $14,682 | $5,232+180.6% | $4,447+230.1% | $6,710+118.8% |
| Admin fee / account holder | $492 | $6,599-92.5% | $5,377-90.9% | $11,403-95.7% |