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 9-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 | $62,145 | $101,069-38.5% | $81,478-23.7% | $147,584-57.9% |
| Participation rate | 66.7% | 74.5%-7.8pp | 68.0%-1.3pp | 82.8%-16.2pp |
| Annual return | 17.97% | 32.40%-14.4pp | 38.78%-20.8pp | 578.55%-560.6pp |
| Employer contribution / active EE | $1,579 | $3,205-50.7% | $2,568-38.5% | $4,876-67.6% |
| Participant deferral / active EE | $4,743 | $4,242+11.8% | $3,537+34.1% | $5,439-12.8% |
| Admin fee / account holder | $1,660 | $5,812-71.4% | $4,561-63.6% | $10,885-84.8% |