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 | $43,626 | $60,261-27.6% | $81,783-46.7% | $74,546-41.5% |
| Participation rate | 34.8% | 62.9%-28.1pp | 72.4%-37.6pp | 67.2%-32.4pp |
| Annual return | 26.67% | 16.88%+9.8pp | 775.05%-748.4pp | 1366.03%-1339.4pp |
| Employer contribution / active EE | $1,502 | $2,622-42.7% | $2,913-48.4% | $2,624-42.8% |
| Participant deferral / active EE | $3,199 | $3,388-5.6% | $4,320-26.0% | $4,347-26.4% |
| Admin fee / account holder | $5,725 | $1,482+286.2% | $7,380-22.4% | $1,944+194.6% |