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 8-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 | $48,925 | $111,754-56.2% | $103,333-52.7% | $145,922-66.5% |
| Participation rate | 65.2% | 77.9%-12.7pp | 74.5%-9.3pp | 80.3%-15.1pp |
| Annual return | 12.22% | 24.77%-12.6pp | 24.88%-12.7pp | 561.29%-549.1pp |
| Employer contribution / active EE | $1,624 | $4,212-61.4% | $3,868-58.0% | $4,660-65.1% |
| Participant deferral / active EE | $3,150 | $5,619-43.9% | $5,057-37.7% | $6,688-52.9% |
| Admin fee / account holder | $11,727 | $9,750+20.3% | $8,355+40.4% | $13,397-12.5% |