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 | $44,217 | $159,901-72.3% | $146,958-69.9% | $145,922-69.7% |
| Participation rate | 60.0% | 84.0%-24.0pp | 82.2%-22.2pp | 80.3%-20.3pp |
| Annual return | 30.81% | 98.13%-67.3pp | 418.34%-387.5pp | 561.29%-530.5pp |
| Employer contribution / active EE | $1,565 | $5,286-70.4% | $4,933-68.3% | $4,660-66.4% |
| Participant deferral / active EE | $3,508 | $8,428-58.4% | $8,070-56.5% | $6,688-47.6% |
| Admin fee / account holder | $357 | $15,044-97.6% | $12,998-97.3% | $13,397-97.3% |