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 | $46,723 | $49,922-6.4% | $80,569-42.0% | $75,163-37.8% |
| Participation rate | 69.2% | 55.3%+13.9pp | 67.0%+2.2pp | 67.2%+2.0pp |
| Annual return | 65.72% | 34.69%+31.0pp | 935.43%-869.7pp | 160.62%-94.9pp |
| Employer contribution / active EE | $2,083 | $1,698+22.7% | $2,723-23.5% | $2,670-22.0% |
| Participant deferral / active EE | $2,257 | $2,990-24.5% | $4,447-49.2% | $4,125-45.3% |
| Admin fee / account holder | $973 | $3,577-72.8% | $5,377-81.9% | $5,651-82.8% |