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 5-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 | $28,443 | $102,317-72.2% | $146,958-80.6% | $80,856-64.8% |
| Participation rate | 44.4% | 75.8%-31.4pp | 82.2%-37.7pp | 67.6%-23.2pp |
| Annual return | 41.67% | 134.76%-93.1pp | 418.34%-376.7pp | 35.59%+6.1pp |
| Employer contribution / active EE | $1,340 | $3,713-63.9% | $4,933-72.8% | $2,755-51.4% |
| Participant deferral / active EE | $3,019 | $6,644-54.6% | $8,070-62.6% | $4,296-29.7% |
| Admin fee / account holder | $2,720 | $7,941-65.8% | $12,998-79.1% | $6,918-60.7% |