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 | $50,935 | $176,056-71.1% | $159,436-68.1% | $167,490-69.6% |
| Participation rate | 60.0% | 84.9%-24.9pp | 82.8%-22.8pp | 82.1%-22.1pp |
| Annual return | 14.11% | 331.75%-317.6pp | 263.57%-249.5pp | 478.56%-464.4pp |
| Employer contribution / active EE | $2,586 | $5,297-51.2% | $4,829-46.4% | $4,837-46.5% |
| Participant deferral / active EE | $10,929 | $7,750+41.0% | $7,352+48.6% | $6,341+72.3% |
| Admin fee / account holder | $346 | $12,554-97.2% | $10,799-96.8% | $12,309-97.2% |