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 | $19,770 | $117,841-83.2% | $102,423-80.7% | $145,922-86.5% |
| Participation rate | 60.0% | 78.6%-18.6pp | 76.5%-16.5pp | 80.3%-20.3pp |
| Annual return | 21.89% | 31.65%-9.8pp | 29.32%-7.4pp | 561.29%-539.4pp |
| Employer contribution / active EE | $1,956 | $3,615-45.9% | $3,023-35.3% | $4,660-58.0% |
| Participant deferral / active EE | $5,776 | $5,731+0.8% | $5,053+14.3% | $6,688-13.6% |
| Admin fee / account holder | $14,351 | $13,326+7.7% | $9,451+51.8% | $13,397+7.1% |