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 | $9,814 | $96,635-89.8% | $86,612-88.7% | $139,434-93.0% |
| Participation rate | 60.0% | 74.4%-14.4pp | 71.7%-11.7pp | 80.3%-20.3pp |
| Annual return | 36.92% | 106.41%-69.5pp | 591.07%-554.2pp | 372.94%-336.0pp |
| Employer contribution / active EE | $3,187 | $3,263-2.3% | $3,022+5.5% | $4,751-32.9% |
| Participant deferral / active EE | $4,767 | $4,836-1.4% | $4,438+7.4% | $6,710-29.0% |
| Admin fee / account holder | $866 | $6,408-86.5% | $5,614-84.6% | $11,403-92.4% |