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 | $6,816 | $51,638-86.8% | $68,368-90.0% | $82,448-91.7% |
| Participation rate | 32.3% | 63.6%-31.3pp | 73.8%-41.5pp | 68.1%-35.8pp |
| Annual return | 47.18% | 37.53%+9.6pp | 292.57%-245.4pp | 41.64%+5.5pp |
| Employer contribution / active EE | $1,125 | $2,047-45.0% | $2,649-57.5% | $2,551-55.9% |
| Participant deferral / active EE | $1,450 | $2,914-50.2% | $4,123-64.8% | $4,139-65.0% |
| Admin fee / account holder | $352 | $4,643-92.4% | $5,150-93.2% | $7,234-95.1% |