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 3-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 | $16,860 | $96,305-82.5% | $80,569-79.1% | $139,434-87.9% |
| Participation rate | 38.5% | 73.6%-35.2pp | 67.0%-28.5pp | 80.3%-41.9pp |
| Annual return | 242.74% | 1350.08%-1107.3pp | 935.43%-692.7pp | 372.94%-130.2pp |
| Employer contribution / active EE | $1,935 | $3,262-40.7% | $2,723-29.0% | $4,751-59.3% |
| Participant deferral / active EE | $6,322 | $5,232+20.8% | $4,447+42.1% | $6,710-5.8% |
| Admin fee / account holder | $396 | $6,599-94.0% | $5,377-92.6% | $11,403-96.5% |