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 6-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 | $11,373 | $110,261-89.7% | $95,745-88.1% | $139,434-91.8% |
| Participation rate | 62.5% | 75.8%-13.3pp | 72.3%-9.8pp | 80.3%-17.8pp |
| Annual return | 25.86% | 27.11%-1.2pp | 28.35%-2.5pp | 372.94%-347.1pp |
| Employer contribution / active EE | $1,086 | $3,257-66.7% | $2,835-61.7% | $4,751-77.1% |
| Participant deferral / active EE | $1,696 | $4,676-63.7% | $4,245-60.0% | $6,710-74.7% |
| Admin fee / account holder | $1,368 | $6,613-79.3% | $5,678-75.9% | $11,403-88.0% |