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 6-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 | $58,749 | $159,901-63.3% | $146,958-60.0% | $145,922-59.7% |
| Participation rate | 68.8% | 84.0%-15.2pp | 82.2%-13.4pp | 80.3%-11.5pp |
| Annual return | 12.24% | 98.13%-85.9pp | 418.34%-406.1pp | 561.29%-549.0pp |
| Employer contribution / active EE | $1,423 | $5,286-73.1% | $4,933-71.2% | $4,660-69.5% |
| Participant deferral / active EE | $9,811 | $8,428+16.4% | $8,070+21.6% | $6,688+46.7% |
| Admin fee / account holder | $315 | $15,044-97.9% | $12,998-97.6% | $13,397-97.6% |