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 | $90,348-56.7% | $75,972-48.5% | $145,922-73.2% |
| Participation rate | 66.7% | 74.5%-7.8pp | 69.1%-2.4pp | 80.3%-13.6pp |
| Annual return | 14.90% | 620.88%-606.0pp | 359.55%-344.6pp | 561.29%-546.4pp |
| Employer contribution / active EE | $1,283 | $3,311-61.2% | $2,685-52.2% | $4,660-72.5% |
| Participant deferral / active EE | $3,850 | $5,162-25.4% | $4,255-9.5% | $6,688-42.4% |
| Admin fee / account holder | $504 | $8,467-94.1% | $6,467-92.2% | $13,397-96.2% |