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 | $28,066 | $115,770-75.8% | $101,248-72.3% | $158,922-82.3% |
| Participation rate | 50.0% | 79.4%-29.4pp | 75.8%-25.8pp | 82.0%-32.0pp |
| Annual return | 30.29% | 56.14%-25.9pp | 46.47%-16.2pp | 302.83%-272.5pp |
| Employer contribution / active EE | $2,969 | $4,175-28.9% | $3,660-18.9% | $4,761-37.6% |
| Participant deferral / active EE | $8,363 | $4,957+68.7% | $4,370+91.4% | $5,982+39.8% |
| Admin fee / account holder | $860 | $7,245-88.1% | $5,945-85.5% | $11,246-92.4% |