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 7-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 | $48,498 | $117,841-58.8% | $102,423-52.6% | $145,922-66.8% |
| Participation rate | 58.3% | 78.6%-20.3pp | 76.5%-18.2pp | 80.3%-21.9pp |
| Annual return | 13.41% | 31.65%-18.2pp | 29.32%-15.9pp | 561.29%-547.9pp |
| Employer contribution / active EE | $1,127 | $3,615-68.8% | $3,023-62.7% | $4,660-75.8% |
| Participant deferral / active EE | $6,532 | $5,731+14.0% | $5,053+29.3% | $6,688-2.3% |
| Admin fee / account holder | $40,753 | $13,326+205.8% | $9,451+331.2% | $13,397+204.2% |