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 | $71,850 | $104,974-31.6% | $95,585-24.8% | $142,382-49.5% |
| Participation rate | 66.7% | 75.0%-8.3pp | 72.1%-5.4pp | 80.1%-13.5pp |
| Annual return | 16.95% | 210.33%-193.4pp | 38.56%-21.6pp | 217.08%-200.1pp |
| Employer contribution / active EE | $1,796 | $2,779-35.4% | $2,527-28.9% | $4,299-58.2% |
| Participant deferral / active EE | $3,918 | $4,352-10.0% | $4,023-2.6% | $6,507-39.8% |
| Admin fee / account holder | $4,772 | $6,386-25.3% | $6,127-22.1% | $12,624-62.2% |