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 | $21,348 | $175,202-87.8% | $149,673-85.7% | $139,434-84.7% |
| Participation rate | 50.0% | 83.4%-33.4pp | 78.8%-28.8pp | 80.3%-30.3pp |
| Annual return | 1259.19% | 166.71%+1092.5pp | 134.42%+1124.8pp | 372.94%+886.2pp |
| Employer contribution / active EE | $3,270 | $5,474-40.3% | $4,818-32.1% | $4,751-31.2% |
| Participant deferral / active EE | $1,972 | $6,519-69.8% | $5,680-65.3% | $6,710-70.6% |
| Admin fee / account holder | $370 | $16,150-97.7% | $13,210-97.2% | $11,403-96.8% |