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 | $26,003 | $96,635-73.1% | $86,612-70.0% | $139,434-81.4% |
| Participation rate | 60.0% | 74.4%-14.4pp | 71.7%-11.7pp | 80.3%-20.3pp |
| Annual return | 33.59% | 106.41%-72.8pp | 591.07%-557.5pp | 372.94%-339.3pp |
| Employer contribution / active EE | $1,624 | $3,263-50.2% | $3,022-46.3% | $4,751-65.8% |
| Participant deferral / active EE | $5,750 | $4,836+18.9% | $4,438+29.6% | $6,710-14.3% |
| Admin fee / account holder | $385 | $6,408-94.0% | $5,614-93.1% | $11,403-96.6% |