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 3-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 | $26,558 | $102,317-74.0% | $146,958-81.9% | $80,856-67.2% |
| Participation rate | 58.3% | 75.8%-17.5pp | 82.2%-23.8pp | 67.6%-9.3pp |
| Annual return | 69.49% | 134.76%-65.3pp | 418.34%-348.8pp | 35.59%+33.9pp |
| Employer contribution / active EE | $2,535 | $3,713-31.7% | $4,933-48.6% | $2,755-8.0% |
| Participant deferral / active EE | $3,280 | $6,644-50.6% | $8,070-59.4% | $4,296-23.7% |
| Admin fee / account holder | $1,329 | $7,941-83.3% | $12,998-89.8% | $6,918-80.8% |