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 8-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 | $59,498 | $102,616-42.0% | $81,983-27.4% | $158,922-62.6% |
| Participation rate | 46.7% | 75.5%-28.9pp | 69.2%-22.6pp | 82.0%-35.3pp |
| Annual return | 18.02% | 61.04%-43.0pp | 41.31%-23.3pp | 302.83%-284.8pp |
| Employer contribution / active EE | $1,155 | $3,240-64.4% | $2,498-53.8% | $4,761-75.7% |
| Participant deferral / active EE | $4,440 | $4,648-4.5% | $3,722+19.3% | $5,982-25.8% |
| Admin fee / account holder | $395 | $8,235-95.2% | $5,664-93.0% | $11,246-96.5% |