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 | $38,925 | $159,934-75.7% | $147,005-73.5% | $145,959-73.3% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 9.70% | 98.24%-88.5pp | 418.76%-409.1pp | 561.95%-552.2pp |
| Employer contribution / active EE | $12,690 | $5,287+140.0% | $4,934+157.2% | $4,661+172.3% |
| Participant deferral / active EE | $23,488 | $8,427+178.7% | $8,070+191.1% | $6,689+251.2% |
| Admin fee / account holder | $30,309 | $15,053+101.3% | $13,006+133.0% | $13,398+126.2% |