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 | $38,575 | $102,966-62.5% | $90,281-57.3% | $152,861-74.8% |
| Participation rate | 68.4% | 75.9%-7.4pp | 73.3%-4.8pp | 82.4%-14.0pp |
| Annual return | 19.92% | 95.16%-75.2pp | 78.10%-58.2pp | 345.32%-325.4pp |
| Employer contribution / active EE | $1,251 | $3,139-60.1% | $2,854-56.2% | $4,762-73.7% |
| Participant deferral / active EE | $4,759 | $4,281+11.1% | $3,885+22.5% | $5,850-18.7% |
| Admin fee / account holder | $807 | $6,171-86.9% | $5,351-84.9% | $11,596-93.0% |