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 3-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 | $65,571 | $80,812-18.9% | $160,784-59.2% | $82,448-20.5% |
| Participation rate | 50.6% | 66.2%-15.6pp | 77.0%-26.4pp | 68.1%-17.5pp |
| Annual return | 32.65% | 100.59%-67.9pp | 1803.92%-1771.3pp | 41.64%-9.0pp |
| Employer contribution / active EE | $2,035 | $2,174-6.4% | $3,733-45.5% | $2,551-20.2% |
| Participant deferral / active EE | $2,244 | $4,335-48.2% | $6,293-64.3% | $4,139-45.8% |
| Admin fee / account holder | $3,506 | $7,695-54.4% | $9,717-63.9% | $7,234-51.5% |