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 | $14,520 | $96,635-85.0% | $86,612-83.2% | $139,434-89.6% |
| Participation rate | 62.5% | 74.4%-11.9pp | 71.7%-9.2pp | 80.3%-17.8pp |
| Annual return | 62.95% | 106.41%-43.5pp | 591.07%-528.1pp | 372.94%-310.0pp |
| Employer contribution / active EE | $913 | $3,263-72.0% | $3,022-69.8% | $4,751-80.8% |
| Participant deferral / active EE | $3,555 | $4,836-26.5% | $4,438-19.9% | $6,710-47.0% |
| Admin fee / account holder | $1,020 | $6,408-84.1% | $5,614-81.8% | $11,403-91.1% |