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 7-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 | $24,088 | $85,202-71.7% | $172,739-86.1% | $72,985-67.0% |
| Participation rate | 33.3% | 70.1%-36.7pp | 82.6%-49.3pp | 69.5%-36.2pp |
| Annual return | 166.73% | 27.32%+139.4pp | 802.84%-636.1pp | 81.00%+85.7pp |
| Employer contribution / active EE | $1,716 | $3,324-48.4% | $5,143-66.6% | $2,440-29.7% |
| Participant deferral / active EE | $3,315 | $3,260+1.7% | $5,198-36.2% | $3,607-8.1% |
| Admin fee / account holder | $1,223 | $5,884-79.2% | $13,954-91.2% | $5,124-76.1% |