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 | $23,077 | $115,770-80.1% | $101,248-77.2% | $158,922-85.5% |
| Participation rate | 28.6% | 79.4%-50.8pp | 75.8%-47.2pp | 82.0%-53.4pp |
| Annual return | 27.29% | 56.14%-28.9pp | 46.47%-19.2pp | 302.83%-275.5pp |
| Employer contribution / active EE | $1,503 | $4,175-64.0% | $3,660-58.9% | $4,761-68.4% |
| Participant deferral / active EE | $4,780 | $4,957-3.6% | $4,370+9.4% | $5,982-20.1% |
| Admin fee / account holder | $810 | $7,245-88.8% | $5,945-86.4% | $11,246-92.8% |