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 | $16,051 | $88,751-81.9% | $81,812-80.4% | $145,922-89.0% |
| Participation rate | 57.9% | 75.0%-17.1pp | 72.3%-14.4pp | 80.3%-22.4pp |
| Annual return | 27.19% | 1025.40%-998.2pp | 773.79%-746.6pp | 561.29%-534.1pp |
| Employer contribution / active EE | $1,223 | $3,083-60.3% | $2,912-58.0% | $4,660-73.8% |
| Participant deferral / active EE | $1,821 | $4,643-60.8% | $4,319-57.8% | $6,688-72.8% |
| Admin fee / account holder | $1,074 | $8,415-87.2% | $7,386-85.5% | $13,397-92.0% |