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 9-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 | $67,075 | $102,317-34.4% | $146,958-54.4% | $80,856-17.0% |
| Participation rate | 68.0% | 75.8%-7.8pp | 82.2%-14.2pp | 67.6%+0.4pp |
| Annual return | 13.65% | 134.76%-121.1pp | 418.34%-404.7pp | 35.59%-21.9pp |
| Employer contribution / active EE | $2,076 | $3,713-44.1% | $4,933-57.9% | $2,755-24.7% |
| Participant deferral / active EE | $5,125 | $6,644-22.9% | $8,070-36.5% | $4,296+19.3% |
| Admin fee / account holder | $1,552 | $7,941-80.5% | $12,998-88.1% | $6,918-77.6% |