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 | $60,516 | $93,571-35.3% | $135,903-55.5% | $75,163-19.5% |
| Participation rate | 40.0% | 75.2%-35.2pp | 81.9%-41.9pp | 67.2%-27.2pp |
| Annual return | 79.80% | 30.90%+48.9pp | 68.23%+11.6pp | 160.62%-80.8pp |
| Employer contribution / active EE | $3,025 | $3,537-14.5% | $4,856-37.7% | $2,670+13.3% |
| Participant deferral / active EE | $5,389 | $6,404-15.9% | $7,758-30.5% | $4,125+30.6% |
| Admin fee / account holder | $3,846 | $6,975-44.9% | $10,762-64.3% | $5,651-31.9% |