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 | $50,024 | $156,846-68.1% | $121,098-58.7% | $139,434-64.1% |
| Participation rate | 37.5% | 76.4%-38.9pp | 69.5%-32.0pp | 80.3%-42.8pp |
| Annual return | 17.66% | 1474.56%-1456.9pp | 985.75%-968.1pp | 372.94%-355.3pp |
| Employer contribution / active EE | $1,809 | $5,536-67.3% | $4,164-56.5% | $4,751-61.9% |
| Participant deferral / active EE | $2,108 | $4,844-56.5% | $4,080-48.3% | $6,710-68.6% |
| Admin fee / account holder | $393 | $6,946-94.3% | $5,644-93.0% | $11,403-96.6% |