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 | $28,962 | $115,770-75.0% | $101,248-71.4% | $158,922-81.8% |
| Participation rate | 54.5% | 79.4%-24.8pp | 75.8%-21.3pp | 82.0%-27.4pp |
| Annual return | 20.31% | 56.14%-35.8pp | 46.47%-26.2pp | 302.83%-282.5pp |
| Employer contribution / active EE | $2,485 | $4,175-40.5% | $3,660-32.1% | $4,761-47.8% |
| Participant deferral / active EE | $4,636 | $4,957-6.5% | $4,370+6.1% | $5,982-22.5% |
| Admin fee / account holder | $2,302 | $7,245-68.2% | $5,945-61.3% | $11,246-79.5% |