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 | $42,641 | $159,901-73.3% | $146,958-71.0% | $145,922-70.8% |
| Participation rate | 60.9% | 84.0%-23.1pp | 82.2%-21.3pp | 80.3%-19.4pp |
| Annual return | 60.49% | 98.13%-37.6pp | 418.34%-357.8pp | 561.29%-500.8pp |
| Employer contribution / active EE | $3,630 | $5,286-31.3% | $4,933-26.4% | $4,660-22.1% |
| Participant deferral / active EE | $7,031 | $8,428-16.6% | $8,070-12.9% | $6,688+5.1% |
| Admin fee / account holder | $2,027 | $15,044-86.5% | $12,998-84.4% | $13,397-84.9% |