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 3-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 | $26,399 | $102,317-74.2% | $146,958-82.0% | $80,856-67.4% |
| Participation rate | 62.4% | 75.8%-13.5pp | 82.2%-19.8pp | 67.6%-5.3pp |
| Annual return | 46.81% | 134.76%-87.9pp | 418.34%-371.5pp | 35.59%+11.2pp |
| Employer contribution / active EE | $0 | $3,713-100.0% | $4,933-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $8,632 | $6,644+29.9% | $8,070+7.0% | $4,296+100.9% |
| Admin fee / account holder | $2,750 | $7,941-65.4% | $12,998-78.8% | $6,918-60.2% |