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 | $59,804 | $183,519-67.4% | $155,509-61.5% | $145,922-59.0% |
| Participation rate | 36.4% | 82.7%-46.3pp | 78.2%-41.8pp | 80.3%-43.9pp |
| Annual return | 21.77% | 61.17%-39.4pp | 64.67%-42.9pp | 561.29%-539.5pp |
| Employer contribution / active EE | $1,049 | $5,313-80.3% | $4,672-77.6% | $4,660-77.5% |
| Participant deferral / active EE | $4,548 | $6,462-29.6% | $5,626-19.2% | $6,688-32.0% |
| Admin fee / account holder | $390 | $19,313-98.0% | $15,912-97.6% | $13,397-97.1% |