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 | $50,050 | $105,181-52.4% | $159,436-68.6% | $85,850-41.7% |
| Participation rate | 64.4% | 75.8%-11.4pp | 82.8%-18.4pp | 69.3%-4.9pp |
| Annual return | 15.68% | 45.07%-29.4pp | 263.57%-247.9pp | 318.53%-302.9pp |
| Employer contribution / active EE | $1,650 | $3,318-50.3% | $4,829-65.8% | $2,565-35.7% |
| Participant deferral / active EE | $3,707 | $5,945-37.6% | $7,352-49.6% | $3,952-6.2% |
| Admin fee / account holder | $2,143 | $6,933-69.1% | $10,799-80.2% | $6,260-65.8% |