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 | $22,016 | $49,173-55.2% | $121,098-81.8% | $75,163-70.7% |
| Participation rate | 56.7% | 55.4%+1.3pp | 69.5%-12.8pp | 67.2%-10.5pp |
| Annual return | 15.81% | 55.99%-40.2pp | 985.75%-969.9pp | 160.62%-144.8pp |
| Employer contribution / active EE | $1,127 | $1,546-27.1% | $4,164-72.9% | $2,670-57.8% |
| Participant deferral / active EE | $2,833 | $2,628+7.8% | $4,080-30.6% | $4,125-31.3% |
| Admin fee / account holder | $4,779 | $3,942+21.2% | $5,644-15.3% | $5,651-15.4% |