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 | $35,602 | $100,773-64.7% | $88,946-60.0% | $142,382-75.0% |
| Participation rate | 35.7% | 74.3%-38.6pp | 68.8%-33.1pp | 80.1%-44.4pp |
| Annual return | 174.95% | 70.18%+104.8pp | 57.82%+117.1pp | 217.08%-42.1pp |
| Employer contribution / active EE | $926 | $2,918-68.3% | $2,555-63.8% | $4,299-78.5% |
| Participant deferral / active EE | $2,114 | $5,230-59.6% | $4,581-53.9% | $6,507-67.5% |
| Admin fee / account holder | $2,348 | $9,693-75.8% | $8,261-71.6% | $12,624-81.4% |