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 | $9,560 | $96,635-90.1% | $86,612-89.0% | $139,434-93.1% |
| Participation rate | 14.3% | 74.4%-60.1pp | 71.7%-57.4pp | 80.3%-66.0pp |
| Annual return | 46.87% | 106.41%-59.5pp | 591.07%-544.2pp | 372.94%-326.1pp |
| Employer contribution / active EE | $681 | $3,263-79.1% | $3,022-77.5% | $4,751-85.7% |
| Participant deferral / active EE | $1,750 | $4,836-63.8% | $4,438-60.6% | $6,710-73.9% |
| Admin fee / account holder | $1,849 | $6,408-71.1% | $5,614-67.1% | $11,403-83.8% |