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 | $32,224 | $111,535-71.1% | $105,223-69.4% | $137,256-76.5% |
| Participation rate | 38.5% | 78.1%-39.6pp | 75.0%-36.6pp | 80.0%-41.5pp |
| Annual return | 22.49% | 237.85%-215.4pp | 180.65%-158.2pp | 220.34%-197.9pp |
| Employer contribution / active EE | $1,128 | $3,939-71.4% | $3,689-69.4% | $4,156-72.9% |
| Participant deferral / active EE | $2,078 | $5,500-62.2% | $5,072-59.0% | $6,407-67.6% |
| Admin fee / account holder | $2,616 | $9,721-73.1% | $8,859-70.5% | $12,270-78.7% |