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 | $44,837 | $49,173-8.8% | $121,098-63.0% | $75,163-40.3% |
| Participation rate | 51.6% | 55.4%-3.8pp | 69.5%-17.9pp | 67.2%-15.6pp |
| Annual return | 19.48% | 55.99%-36.5pp | 985.75%-966.3pp | 160.62%-141.1pp |
| Employer contribution / active EE | $3,257 | $1,546+110.7% | $4,164-21.8% | $2,670+22.0% |
| Participant deferral / active EE | $6,084 | $2,628+131.5% | $4,080+49.1% | $4,125+47.5% |
| Admin fee / account holder | $4,686 | $3,942+18.9% | $5,644-17.0% | $5,651-17.1% |