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 | $10,208 | $96,635-89.4% | $86,612-88.2% | $139,434-92.7% |
| Participation rate | 55.6% | 74.4%-18.8pp | 71.7%-16.1pp | 80.3%-24.8pp |
| Annual return | 26.52% | 106.41%-79.9pp | 591.07%-564.6pp | 372.94%-346.4pp |
| Employer contribution / active EE | $1,261 | $3,263-61.4% | $3,022-58.3% | $4,751-73.5% |
| Participant deferral / active EE | $1,800 | $4,836-62.8% | $4,438-59.4% | $6,710-73.2% |
| Admin fee / account holder | $1,672 | $6,408-73.9% | $5,614-70.2% | $11,403-85.3% |