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 | $36,107 | $111,754-67.7% | $103,333-65.1% | $145,922-75.3% |
| Participation rate | 58.3% | 77.9%-19.6pp | 74.5%-16.2pp | 80.3%-21.9pp |
| Annual return | 11.93% | 24.77%-12.8pp | 24.88%-12.9pp | 561.29%-549.4pp |
| Employer contribution / active EE | $1,871 | $4,212-55.6% | $3,868-51.6% | $4,660-59.9% |
| Participant deferral / active EE | $4,059 | $5,619-27.8% | $5,057-19.7% | $6,688-39.3% |
| Admin fee / account holder | $1,487 | $9,750-84.7% | $8,355-82.2% | $13,397-88.9% |