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 | $30,768 | $107,334-71.3% | $92,893-66.9% | $152,861-79.9% |
| Participation rate | 47.8% | 79.8%-32.0pp | 76.0%-28.2pp | 82.4%-34.6pp |
| Annual return | 24.69% | 145.58%-120.9pp | 109.41%-84.7pp | 345.32%-320.6pp |
| Employer contribution / active EE | $1,024 | $4,221-75.7% | $3,653-72.0% | $4,762-78.5% |
| Participant deferral / active EE | $2,452 | $4,845-49.4% | $4,236-42.1% | $5,850-58.1% |
| Admin fee / account holder | $3,695 | $7,079-47.8% | $5,794-36.2% | $11,596-68.1% |