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 | $51,853 | $90,348-42.6% | $75,972-31.7% | $145,922-64.5% |
| Participation rate | 50.0% | 74.5%-24.5pp | 69.1%-19.1pp | 80.3%-30.3pp |
| Annual return | 75.69% | 620.88%-545.2pp | 359.55%-283.9pp | 561.29%-485.6pp |
| Employer contribution / active EE | $1,121 | $3,311-66.1% | $2,685-58.2% | $4,660-75.9% |
| Participant deferral / active EE | $8,600 | $5,162+66.6% | $4,255+102.1% | $6,688+28.6% |
| Admin fee / account holder | $932 | $8,467-89.0% | $6,467-85.6% | $13,397-93.0% |