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 | $25,023 | $91,190-72.6% | $178,490-86.0% | $79,858-68.7% |
| Participation rate | 63.4% | 69.2%-5.8pp | 81.9%-18.5pp | 69.6%-6.2pp |
| Annual return | 62.19% | 24.19%+38.0pp | 151.07%-88.9pp | 31.71%+30.5pp |
| Employer contribution / active EE | $1,827 | $3,256-43.9% | $5,011-63.5% | $2,471-26.1% |
| Participant deferral / active EE | $3,146 | $3,236-2.8% | $5,202-39.5% | $3,740-15.9% |
| Admin fee / account holder | $852 | $6,751-87.4% | $13,984-93.9% | $5,306-83.9% |