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 5-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 | $75,889 | $111,814-32.1% | $93,654-19.0% | $145,959-48.0% |
| Participation rate | 9.1% | 74.2%-65.1pp | 68.7%-59.6pp | 80.3%-71.2pp |
| Annual return | 58.34% | 203.30%-145.0pp | 133.34%-75.0pp | 561.95%-503.6pp |
| Employer contribution / active EE | $1,037 | $3,092-66.4% | $2,421-57.2% | $4,661-77.7% |
| Participant deferral / active EE | $1,218 | $4,914-75.2% | $4,413-72.4% | $6,689-81.8% |
| Admin fee / account holder | $14,095 | $10,246+37.6% | $8,282+70.2% | $13,398+5.2% |