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 | $87,526 | $72,071+21.4% | $68,368+28.0% | $137,256-36.2% |
| Participation rate | 17.6% | 76.2%-58.6pp | 73.8%-56.1pp | 80.0%-62.3pp |
| Annual return | 18.62% | 353.14%-334.5pp | 292.57%-274.0pp | 220.34%-201.7pp |
| Employer contribution / active EE | $1,521 | $2,788-45.4% | $2,649-42.6% | $4,156-63.4% |
| Participant deferral / active EE | $4,334 | $4,410-1.7% | $4,123+5.1% | $6,407-32.4% |
| Admin fee / account holder | $5,028 | $5,336-5.8% | $5,150-2.4% | $12,270-59.0% |