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 | $43,754 | $112,096-61.0% | $95,952-54.4% | $158,922-72.5% |
| Participation rate | 66.7% | 79.0%-12.3pp | 77.1%-10.4pp | 82.0%-15.3pp |
| Annual return | 18.37% | 171.09%-152.7pp | 91.61%-73.2pp | 302.83%-284.5pp |
| Employer contribution / active EE | $1,821 | $3,198-43.1% | $2,541-28.3% | $4,761-61.8% |
| Participant deferral / active EE | $3,277 | $4,784-31.5% | $4,167-21.4% | $5,982-45.2% |
| Admin fee / account holder | $492 | $10,130-95.1% | $6,795-92.8% | $11,246-95.6% |