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 7-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 | $63,931 | $99,918-36.0% | $81,382-21.4% | $145,922-56.2% |
| Participation rate | 42.9% | 74.2%-31.3pp | 69.5%-26.6pp | 80.3%-37.4pp |
| Annual return | 15.89% | 34.32%-18.4pp | 24.73%-8.8pp | 561.29%-545.4pp |
| Employer contribution / active EE | $1,993 | $2,978-33.1% | $2,463-19.1% | $4,660-57.2% |
| Participant deferral / active EE | $3,351 | $4,605-27.2% | $3,883-13.7% | $6,688-49.9% |
| Admin fee / account holder | $6,588 | $8,212-19.8% | $5,768+14.2% | $13,397-50.8% |