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 | $24,243 | $49,922-51.4% | $80,569-69.9% | $75,163-67.7% |
| Participation rate | 42.5% | 55.3%-12.8pp | 67.0%-24.5pp | 67.2%-24.7pp |
| Annual return | 33.53% | 34.69%-1.2pp | 935.43%-901.9pp | 160.62%-127.1pp |
| Employer contribution / active EE | $1,380 | $1,698-18.7% | $2,723-49.3% | $2,670-48.3% |
| Participant deferral / active EE | $1,650 | $2,990-44.8% | $4,447-62.9% | $4,125-60.0% |
| Admin fee / account holder | $1,584 | $3,577-55.7% | $5,377-70.5% | $5,651-72.0% |