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 | $43,719 | $159,901-72.7% | $146,958-70.3% | $145,922-70.0% |
| Participation rate | 65.2% | 84.0%-18.8pp | 82.2%-16.9pp | 80.3%-15.1pp |
| Annual return | 96.65% | 98.13%-1.5pp | 418.34%-321.7pp | 561.29%-464.6pp |
| Employer contribution / active EE | $1,419 | $5,286-73.2% | $4,933-71.2% | $4,660-69.6% |
| Participant deferral / active EE | $6,029 | $8,428-28.5% | $8,070-25.3% | $6,688-9.8% |
| Admin fee / account holder | $4,765 | $15,044-68.3% | $12,998-63.3% | $13,397-64.4% |