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 | $31,201 | $84,696-63.2% | $75,696-58.8% | $167,490-81.4% |
| Participation rate | 47.1% | 77.8%-30.8pp | 74.8%-27.8pp | 82.1%-35.0pp |
| Annual return | 15.09% | 199.36%-184.3pp | 104.53%-89.4pp | 478.56%-463.5pp |
| Employer contribution / active EE | $7,277 | $3,230+125.3% | $2,743+165.3% | $4,837+50.4% |
| Participant deferral / active EE | $13,498 | $4,580+194.7% | $3,821+253.2% | $6,341+112.9% |
| Admin fee / account holder | $17,686 | $5,355+230.3% | $3,619+388.7% | $12,309+43.7% |