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 6-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 | $14,735 | $138,044-89.3% | $125,339-88.2% | $134,475-89.0% |
| Participation rate | 33.3% | 84.5%-51.2pp | 82.4%-49.0pp | 81.2%-47.9pp |
| Annual return | 76.04% | 750.33%-674.3pp | 572.05%-496.0pp | 417.96%-341.9pp |
| Employer contribution / active EE | $3,124 | $5,243-40.4% | $4,814-35.1% | $4,740-34.1% |
| Participant deferral / active EE | $4,694 | $7,799-39.8% | $7,446-37.0% | $6,400-26.7% |
| Admin fee / account holder | $43,975 | $11,571+280.0% | $10,010+339.3% | $11,426+284.9% |