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 | $88,971 | $104,974-15.2% | $95,585-6.9% | $142,382-37.5% |
| Participation rate | 16.7% | 75.0%-58.3pp | 72.1%-55.4pp | 80.1%-63.5pp |
| Annual return | 18.38% | 210.33%-192.0pp | 38.56%-20.2pp | 217.08%-198.7pp |
| Employer contribution / active EE | $1,575 | $2,779-43.3% | $2,527-37.6% | $4,299-63.4% |
| Participant deferral / active EE | $3,704 | $4,352-14.9% | $4,023-7.9% | $6,507-43.1% |
| Admin fee / account holder | $945 | $6,386-85.2% | $6,127-84.6% | $12,624-92.5% |