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 | $56,921 | $115,770-50.8% | $101,248-43.8% | $158,922-64.2% |
| Participation rate | 54.5% | 79.4%-24.8pp | 75.8%-21.3pp | 82.0%-27.4pp |
| Annual return | 21.12% | 56.14%-35.0pp | 46.47%-25.4pp | 302.83%-281.7pp |
| Employer contribution / active EE | $2,686 | $4,175-35.7% | $3,660-26.6% | $4,761-43.6% |
| Participant deferral / active EE | $7,957 | $4,957+60.5% | $4,370+82.1% | $5,982+33.0% |
| Admin fee / account holder | $5,144 | $7,245-29.0% | $5,945-13.5% | $11,246-54.3% |