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 8-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 | $37,776 | $111,754-66.2% | $103,333-63.4% | $145,922-74.1% |
| Participation rate | 58.3% | 77.9%-19.6pp | 74.5%-16.2pp | 80.3%-21.9pp |
| Annual return | 19.89% | 24.77%-4.9pp | 24.88%-5.0pp | 561.29%-541.4pp |
| Employer contribution / active EE | $1,582 | $4,212-62.4% | $3,868-59.1% | $4,660-66.0% |
| Participant deferral / active EE | $3,020 | $5,619-46.3% | $5,057-40.3% | $6,688-54.8% |
| Admin fee / account holder | $16,037 | $9,750+64.5% | $8,355+91.9% | $13,397+19.7% |