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 | $33,923 | $81,625-58.4% | $58,482-42.0% | $139,434-75.7% |
| Participation rate | 61.1% | 61.3%-0.2pp | 50.9%+10.3pp | 80.3%-19.2pp |
| Annual return | 18.92% | 7404.20%-7385.3pp | 4239.32%-4220.4pp | 372.94%-354.0pp |
| Employer contribution / active EE | $1,010 | $1,398-27.7% | $1,053-4.1% | $4,751-78.7% |
| Participant deferral / active EE | $3,819 | $2,557+49.4% | $1,924+98.5% | $6,710-43.1% |
| Admin fee / account holder | $371 | $3,265-88.6% | $2,516-85.3% | $11,403-96.7% |