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 | $43,733 | $115,770-62.2% | $101,248-56.8% | $158,922-72.5% |
| Participation rate | 60.0% | 79.4%-19.4pp | 75.8%-15.8pp | 82.0%-22.0pp |
| Annual return | 14.53% | 56.14%-41.6pp | 46.47%-31.9pp | 302.83%-288.3pp |
| Employer contribution / active EE | $3,679 | $4,175-11.9% | $3,660+0.5% | $4,761-22.7% |
| Participant deferral / active EE | $14,404 | $4,957+190.6% | $4,370+229.6% | $5,982+140.8% |
| Admin fee / account holder | $309 | $7,245-95.7% | $5,945-94.8% | $11,246-97.3% |