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 6-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 | $53,750 | $49,922+7.7% | $80,569-33.3% | $75,163-28.5% |
| Participation rate | 35.5% | 55.3%-19.8pp | 67.0%-31.5pp | 67.2%-31.7pp |
| Annual return | 31.34% | 34.69%-3.3pp | 935.43%-904.1pp | 160.62%-129.3pp |
| Employer contribution / active EE | $1,107 | $1,698-34.8% | $2,723-59.4% | $2,670-58.6% |
| Participant deferral / active EE | $4,828 | $2,990+61.5% | $4,447+8.6% | $4,125+17.0% |
| Admin fee / account holder | $407 | $3,577-88.6% | $5,377-92.4% | $5,651-92.8% |