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 | $25,194 | $102,616-75.4% | $81,983-69.3% | $158,922-84.1% |
| Participation rate | 57.1% | 75.5%-18.4pp | 69.2%-12.1pp | 82.0%-24.8pp |
| Annual return | 21.31% | 61.04%-39.7pp | 41.31%-20.0pp | 302.83%-281.5pp |
| Employer contribution / active EE | $2,952 | $3,240-8.9% | $2,498+18.2% | $4,761-38.0% |
| Participant deferral / active EE | $6,141 | $4,648+32.1% | $3,722+65.0% | $5,982+2.7% |
| Admin fee / account holder | $911 | $8,235-88.9% | $5,664-83.9% | $11,246-91.9% |