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 5-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 | $48,075 | $102,604-53.1% | $86,188-44.2% | $139,434-65.5% |
| Participation rate | 41.7% | 74.5%-32.8pp | 69.0%-27.3pp | 80.3%-38.7pp |
| Annual return | 24.52% | 1922.51%-1898.0pp | 1168.45%-1143.9pp | 372.94%-348.4pp |
| Employer contribution / active EE | $2,068 | $3,032-31.8% | $2,380-13.1% | $4,751-56.5% |
| Participant deferral / active EE | $4,859 | $4,676+3.9% | $3,985+21.9% | $6,710-27.6% |
| Admin fee / account holder | $442 | $8,657-94.9% | $6,852-93.6% | $11,403-96.1% |