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 | $76,825 | $115,770-33.6% | $101,248-24.1% | $158,922-51.7% |
| Participation rate | 44.4% | 79.4%-34.9pp | 75.8%-31.4pp | 82.0%-37.5pp |
| Annual return | 14.77% | 56.14%-41.4pp | 46.47%-31.7pp | 302.83%-288.1pp |
| Employer contribution / active EE | $1,162 | $4,175-72.2% | $3,660-68.3% | $4,761-75.6% |
| Participant deferral / active EE | $3,834 | $4,957-22.7% | $4,370-12.3% | $5,982-35.9% |
| Admin fee / account holder | $934 | $7,245-87.1% | $5,945-84.3% | $11,246-91.7% |