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 | $48,741 | $126,574-61.5% | $106,213-54.1% | $145,922-66.6% |
| Participation rate | 60.0% | 77.6%-17.6pp | 75.3%-15.3pp | 80.3%-20.3pp |
| Annual return | 9.35% | 224.79%-215.4pp | 116.14%-106.8pp | 561.29%-551.9pp |
| Employer contribution / active EE | $1,657 | $3,730-55.6% | $3,171-47.8% | $4,660-64.4% |
| Participant deferral / active EE | $4,535 | $5,724-20.8% | $5,016-9.6% | $6,688-32.2% |
| Admin fee / account holder | $605 | $17,304-96.5% | $11,033-94.5% | $13,397-95.5% |