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 | $39,157 | $90,397-56.7% | $76,002-48.5% | $145,959-73.2% |
| Participation rate | 66.7% | 74.5%-7.8pp | 69.1%-2.4pp | 80.3%-13.6pp |
| Annual return | 14.90% | 621.97%-607.1pp | 360.07%-345.2pp | 561.95%-547.1pp |
| Employer contribution / active EE | $1,283 | $3,317-61.3% | $2,688-52.3% | $4,661-72.5% |
| Participant deferral / active EE | $3,850 | $5,163-25.4% | $4,257-9.6% | $6,689-42.4% |
| Admin fee / account holder | $504 | $8,369-94.0% | $6,414-92.1% | $13,398-96.2% |