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 | $22,049 | $96,305-77.1% | $80,569-72.6% | $139,434-84.2% |
| Participation rate | 58.8% | 73.6%-14.8pp | 67.0%-8.2pp | 80.3%-21.5pp |
| Annual return | 15.86% | 1350.08%-1334.2pp | 935.43%-919.6pp | 372.94%-357.1pp |
| Employer contribution / active EE | $3,003 | $3,262-7.9% | $2,723+10.3% | $4,751-36.8% |
| Participant deferral / active EE | $8,502 | $5,232+62.5% | $4,447+91.2% | $6,710+26.7% |
| Admin fee / account holder | $28,464 | $6,599+331.4% | $5,377+429.4% | $11,403+149.6% |