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 | $67,050 | $54,517+23.0% | $75,972-11.7% | $74,495-10.0% |
| Participation rate | 38.3% | 60.3%-22.1pp | 69.1%-30.8pp | 67.2%-28.9pp |
| Annual return | 19.07% | 31.82%-12.7pp | 359.55%-340.5pp | 1364.94%-1345.9pp |
| Employer contribution / active EE | $2,145 | $1,777+20.7% | $2,685-20.1% | $2,623-18.2% |
| Participant deferral / active EE | $3,973 | $3,066+29.6% | $4,255-6.6% | $4,346-8.6% |
| Admin fee / account holder | $2,489 | $2,229+11.7% | $6,467-61.5% | $1,942+28.2% |