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 | $76,988 | $96,305-20.1% | $80,569-4.4% | $139,434-44.8% |
| Participation rate | 16.7% | 73.6%-57.0pp | 67.0%-50.3pp | 80.3%-63.7pp |
| Annual return | 34.87% | 1350.08%-1315.2pp | 935.43%-900.6pp | 372.94%-338.1pp |
| Employer contribution / active EE | $1,111 | $3,262-65.9% | $2,723-59.2% | $4,751-76.6% |
| Participant deferral / active EE | $5,207 | $5,232-0.5% | $4,447+17.1% | $6,710-22.4% |
| Admin fee / account holder | $708 | $6,599-89.3% | $5,377-86.8% | $11,403-93.8% |