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 | $14,230 | $85,022-83.3% | $70,515-79.8% | $139,434-89.8% |
| Participation rate | 41.2% | 73.9%-32.7pp | 68.3%-27.2pp | 80.3%-39.1pp |
| Annual return | 23.76% | 30.38%-6.6pp | 32.77%-9.0pp | 372.94%-349.2pp |
| Employer contribution / active EE | $2,152 | $3,909-44.9% | $2,973-27.6% | $4,751-54.7% |
| Participant deferral / active EE | $5,406 | $5,890-8.2% | $4,567+18.4% | $6,710-19.4% |
| Admin fee / account holder | $454 | $8,906-94.9% | $6,412-92.9% | $11,403-96.0% |