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 | $51,426 | $109,982-53.2% | $97,226-47.1% | $145,922-64.8% |
| Participation rate | 58.3% | 75.9%-17.6pp | 72.7%-14.4pp | 80.3%-21.9pp |
| Annual return | 13.99% | 242.90%-228.9pp | 75.13%-61.1pp | 561.29%-547.3pp |
| Employer contribution / active EE | $1,406 | $3,084-54.4% | $2,729-48.5% | $4,660-69.8% |
| Participant deferral / active EE | $4,792 | $4,676+2.5% | $4,264+12.4% | $6,688-28.3% |
| Admin fee / account holder | $1,781 | $6,221-71.4% | $5,654-68.5% | $13,397-86.7% |