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 | $26,279 | $115,770-77.3% | $101,248-74.0% | $158,922-83.5% |
| Participation rate | 50.0% | 79.4%-29.4pp | 75.8%-25.8pp | 82.0%-32.0pp |
| Annual return | 25.65% | 56.14%-30.5pp | 46.47%-20.8pp | 302.83%-277.2pp |
| Employer contribution / active EE | $1,729 | $4,175-58.6% | $3,660-52.8% | $4,761-63.7% |
| Participant deferral / active EE | $10,722 | $4,957+116.3% | $4,370+145.3% | $5,982+79.2% |
| Admin fee / account holder | $2,846 | $7,245-60.7% | $5,945-52.1% | $11,246-74.7% |