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 | $37,642 | $159,901-76.5% | $146,958-74.4% | $145,922-74.2% |
| Participation rate | 37.5% | 84.0%-46.5pp | 82.2%-44.7pp | 80.3%-42.8pp |
| Annual return | 34.12% | 98.13%-64.0pp | 418.34%-384.2pp | 561.29%-527.2pp |
| Employer contribution / active EE | $3,739 | $5,286-29.3% | $4,933-24.2% | $4,660-19.8% |
| Participant deferral / active EE | $8,334 | $8,428-1.1% | $8,070+3.3% | $6,688+24.6% |
| Admin fee / account holder | $491 | $15,044-96.7% | $12,998-96.2% | $13,397-96.3% |