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 8-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 | $51,825 | $117,859-56.0% | $102,438-49.4% | $145,959-64.5% |
| Participation rate | 22.2% | 78.6%-56.4pp | 76.5%-54.3pp | 80.3%-58.1pp |
| Annual return | 11.41% | 31.72%-20.3pp | 29.37%-18.0pp | 561.95%-550.5pp |
| Employer contribution / active EE | $1,411 | $3,615-61.0% | $3,024-53.3% | $4,661-69.7% |
| Participant deferral / active EE | $3,141 | $5,732-45.2% | $5,054-37.8% | $6,689-53.0% |
| Admin fee / account holder | $699 | $13,318-94.7% | $9,448-92.6% | $13,398-94.8% |