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 | $54,164 | $49,922+8.5% | $80,569-32.8% | $75,163-27.9% |
| Participation rate | 67.9% | 55.3%+12.6pp | 67.0%+0.9pp | 67.2%+0.7pp |
| Annual return | 35.18% | 34.69%+0.5pp | 935.43%-900.2pp | 160.62%-125.4pp |
| Employer contribution / active EE | $2,935 | $1,698+72.8% | $2,723+7.7% | $2,670+9.9% |
| Participant deferral / active EE | $5,917 | $2,990+97.9% | $4,447+33.0% | $4,125+43.4% |
| Admin fee / account holder | $3,962 | $3,577+10.8% | $5,377-26.3% | $5,651-29.9% |