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 | $74,184 | $111,754-33.6% | $103,333-28.2% | $145,922-49.2% |
| Participation rate | 66.7% | 77.9%-11.3pp | 74.5%-7.8pp | 80.3%-13.6pp |
| Annual return | 145.16% | 24.77%+120.4pp | 24.88%+120.3pp | 561.29%-416.1pp |
| Employer contribution / active EE | $1,183 | $4,212-71.9% | $3,868-69.4% | $4,660-74.6% |
| Participant deferral / active EE | $4,693 | $5,619-16.5% | $5,057-7.2% | $6,688-29.8% |
| Admin fee / account holder | $710 | $9,750-92.7% | $8,355-91.5% | $13,397-94.7% |