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 | $58,861 | $96,635-39.1% | $86,612-32.0% | $139,434-57.8% |
| Participation rate | 60.0% | 74.4%-14.4pp | 71.7%-11.7pp | 80.3%-20.3pp |
| Annual return | 18.23% | 106.41%-88.2pp | 591.07%-572.8pp | 372.94%-354.7pp |
| Employer contribution / active EE | $1,816 | $3,263-44.4% | $3,022-39.9% | $4,751-61.8% |
| Participant deferral / active EE | $7,371 | $4,836+52.4% | $4,438+66.1% | $6,710+9.8% |
| Admin fee / account holder | $8,420 | $6,408+31.4% | $5,614+50.0% | $11,403-26.2% |