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 | $59,029 | $79,013-25.3% | $100,391-41.2% | $74,495-20.8% |
| Participation rate | 59.5% | 79.5%-20.0pp | 81.5%-22.0pp | 67.2%-7.7pp |
| Annual return | 16.79% | 20.41%-3.6pp | 49.20%-32.4pp | 1364.94%-1348.2pp |
| Employer contribution / active EE | $2,321 | $3,021-23.2% | $3,942-41.1% | $2,623-11.5% |
| Participant deferral / active EE | $3,889 | $7,760-49.9% | $8,082-51.9% | $4,346-10.5% |
| Admin fee / account holder | $374 | $1,320-71.7% | $7,899-95.3% | $1,942-80.8% |