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 | $27,916 | $115,770-75.9% | $101,248-72.4% | $158,922-82.4% |
| Participation rate | 62.5% | 79.4%-16.9pp | 75.8%-13.3pp | 82.0%-19.5pp |
| Annual return | 22.21% | 56.14%-33.9pp | 46.47%-24.3pp | 302.83%-280.6pp |
| Employer contribution / active EE | $1,933 | $4,175-53.7% | $3,660-47.2% | $4,761-59.4% |
| Participant deferral / active EE | $6,163 | $4,957+24.3% | $4,370+41.0% | $5,982+3.0% |
| Admin fee / account holder | $351 | $7,245-95.2% | $5,945-94.1% | $11,246-96.9% |