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 | $49,595 | $111,754-55.6% | $103,333-52.0% | $145,922-66.0% |
| Participation rate | 66.7% | 77.9%-11.3pp | 74.5%-7.8pp | 80.3%-13.6pp |
| Annual return | 21.41% | 24.77%-3.4pp | 24.88%-3.5pp | 561.29%-539.9pp |
| Employer contribution / active EE | $1,803 | $4,212-57.2% | $3,868-53.4% | $4,660-61.3% |
| Participant deferral / active EE | $5,542 | $5,619-1.4% | $5,057+9.6% | $6,688-17.1% |
| Admin fee / account holder | $12,794 | $9,750+31.2% | $8,355+53.1% | $13,397-4.5% |