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 | $38,089 | $89,753-57.6% | $107,525-64.6% | $84,808-55.1% |
| Participation rate | 66.2% | 68.1%-1.8pp | 75.1%-8.9pp | 68.3%-2.1pp |
| Annual return | 18.88% | 29.48%-10.6pp | 181.32%-162.4pp | 40.90%-22.0pp |
| Employer contribution / active EE | $1,600 | $3,113-48.6% | $3,754-57.4% | $2,631-39.2% |
| Participant deferral / active EE | $5,173 | $4,056+27.5% | $5,116+1.1% | $4,212+22.8% |
| Admin fee / account holder | $2,215 | $7,222-69.3% | $8,919-75.2% | $7,344-69.8% |