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 | $36,081 | $202,432-82.2% | $169,368-78.7% | $139,434-74.1% |
| Participation rate | 60.0% | 81.1%-21.1pp | 77.1%-17.1pp | 80.3%-20.3pp |
| Annual return | 31.83% | 531.74%-499.9pp | 405.60%-373.8pp | 372.94%-341.1pp |
| Employer contribution / active EE | $1,363 | $4,692-71.0% | $4,013-66.0% | $4,751-71.3% |
| Participant deferral / active EE | $7,832 | $6,938+12.9% | $6,221+25.9% | $6,710+16.7% |
| Admin fee / account holder | $476 | $10,708-95.6% | $9,003-94.7% | $11,403-95.8% |