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 7-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 | $77,788 | $100,773-22.8% | $88,946-12.5% | $142,382-45.4% |
| Participation rate | 38.5% | 74.3%-35.8pp | 68.8%-30.4pp | 80.1%-41.7pp |
| Annual return | 17.36% | 70.18%-52.8pp | 57.82%-40.5pp | 217.08%-199.7pp |
| Employer contribution / active EE | $1,294 | $2,918-55.6% | $2,555-49.4% | $4,299-69.9% |
| Participant deferral / active EE | $2,633 | $5,230-49.7% | $4,581-42.5% | $6,507-59.5% |
| Admin fee / account holder | $321 | $9,693-96.7% | $8,261-96.1% | $12,624-97.5% |