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 | $27,848 | $156,846-82.2% | $121,098-77.0% | $139,434-80.0% |
| Participation rate | 50.0% | 76.4%-26.4pp | 69.5%-19.5pp | 80.3%-30.3pp |
| Annual return | 20.33% | 1474.56%-1454.2pp | 985.75%-965.4pp | 372.94%-352.6pp |
| Employer contribution / active EE | $1,209 | $5,536-78.2% | $4,164-71.0% | $4,751-74.6% |
| Participant deferral / active EE | $7,774 | $4,844+60.5% | $4,080+90.5% | $6,710+15.8% |
| Admin fee / account holder | $437 | $6,946-93.7% | $5,644-92.3% | $11,403-96.2% |