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 | $29,314 | $162,781-82.0% | $133,956-78.1% | $158,922-81.6% |
| Participation rate | 60.0% | 83.2%-23.2pp | 79.8%-19.8pp | 82.0%-22.0pp |
| Annual return | 26.71% | 41.94%-15.2pp | 45.09%-18.4pp | 302.83%-276.1pp |
| Employer contribution / active EE | $3,419 | $4,975-31.3% | $3,919-12.8% | $4,761-28.2% |
| Participant deferral / active EE | $5,225 | $5,911-11.6% | $5,048+3.5% | $5,982-12.7% |
| Admin fee / account holder | $801 | $11,736-93.2% | $8,927-91.0% | $11,246-92.9% |