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 | $42,342 | $159,901-73.5% | $146,958-71.2% | $145,922-71.0% |
| Participation rate | 64.7% | 84.0%-19.3pp | 82.2%-17.4pp | 80.3%-15.6pp |
| Annual return | 64.60% | 98.13%-33.5pp | 418.34%-353.7pp | 561.29%-496.7pp |
| Employer contribution / active EE | $3,075 | $5,286-41.8% | $4,933-37.7% | $4,660-34.0% |
| Participant deferral / active EE | $5,845 | $8,428-30.6% | $8,070-27.6% | $6,688-12.6% |
| Admin fee / account holder | $885 | $15,044-94.1% | $12,998-93.2% | $13,397-93.4% |