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 | $16,101 | $109,982-85.4% | $97,226-83.4% | $145,922-89.0% |
| Participation rate | 28.6% | 75.9%-47.4pp | 72.7%-44.1pp | 80.3%-51.7pp |
| Annual return | 25.58% | 242.90%-217.3pp | 75.13%-49.6pp | 561.29%-535.7pp |
| Employer contribution / active EE | $1,586 | $3,084-48.6% | $2,729-41.9% | $4,660-66.0% |
| Participant deferral / active EE | $6,432 | $4,676+37.6% | $4,264+50.9% | $6,688-3.8% |
| Admin fee / account holder | $339 | $6,221-94.5% | $5,654-94.0% | $13,397-97.5% |