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 7-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 | $24,818 | $95,416-74.0% | $185,823-86.6% | $85,850-71.1% |
| Participation rate | 69.4% | 68.8%+0.7pp | 81.7%-12.3pp | 69.3%+0.1pp |
| Annual return | 86.86% | 23.59%+63.3pp | 122.05%-35.2pp | 318.53%-231.7pp |
| Employer contribution / active EE | $1,386 | $3,314-58.2% | $5,167-73.2% | $2,565-46.0% |
| Participant deferral / active EE | $2,906 | $3,423-15.1% | $5,568-47.8% | $3,952-26.5% |
| Admin fee / account holder | $4,043 | $7,213-43.9% | $16,237-75.1% | $6,260-35.4% |