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 6-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 | $62,663 | $217,402-71.2% | $185,823-66.3% | $167,490-62.6% |
| Participation rate | 50.0% | 86.0%-36.0pp | 81.7%-31.7pp | 82.1%-32.1pp |
| Annual return | 765.55% | 148.36%+617.2pp | 122.05%+643.5pp | 478.56%+287.0pp |
| Employer contribution / active EE | $2,886 | $5,873-50.9% | $5,167-44.1% | $4,837-40.3% |
| Participant deferral / active EE | $6,638 | $6,356+4.4% | $5,568+19.2% | $6,341+4.7% |
| Admin fee / account holder | $584 | $19,811-97.1% | $16,237-96.4% | $12,309-95.3% |