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 | $48,117 | $78,672-38.8% | $109,143-55.9% | $85,850-44.0% |
| Participation rate | 56.3% | 68.3%-12.0pp | 75.9%-19.6pp | 69.3%-13.1pp |
| Annual return | 20.20% | 25.09%-4.9pp | 25.75%-5.5pp | 318.53%-298.3pp |
| Employer contribution / active EE | $1,668 | $2,735-39.0% | $3,722-55.2% | $2,565-35.0% |
| Participant deferral / active EE | $3,897 | $3,467+12.4% | $4,653-16.3% | $3,952-1.4% |
| Admin fee / account holder | $366 | $5,469-93.3% | $6,752-94.6% | $6,260-94.2% |