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 | $58,167 | $96,635-39.8% | $86,612-32.8% | $139,434-58.3% |
| Participation rate | 50.0% | 74.4%-24.4pp | 71.7%-21.7pp | 80.3%-30.3pp |
| Annual return | 23.10% | 106.41%-83.3pp | 591.07%-568.0pp | 372.94%-349.8pp |
| Employer contribution / active EE | $3,600 | $3,263+10.3% | $3,022+19.1% | $4,751-24.2% |
| Participant deferral / active EE | $11,100 | $4,836+129.5% | $4,438+150.1% | $6,710+65.4% |
| Admin fee / account holder | $376 | $6,408-94.1% | $5,614-93.3% | $11,403-96.7% |