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 | $71,795 | $109,982-34.7% | $97,226-26.2% | $145,922-50.8% |
| Participation rate | 55.6% | 75.9%-20.4pp | 72.7%-17.1pp | 80.3%-24.7pp |
| Annual return | 18.26% | 242.90%-224.6pp | 75.13%-56.9pp | 561.29%-543.0pp |
| Employer contribution / active EE | $1,067 | $3,084-65.4% | $2,729-60.9% | $4,660-77.1% |
| Participant deferral / active EE | $4,424 | $4,676-5.4% | $4,264+3.8% | $6,688-33.9% |
| Admin fee / account holder | $2,385 | $6,221-61.7% | $5,654-57.8% | $13,397-82.2% |