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 | $58,217 | $117,983-50.7% | $101,794-42.8% | $142,382-59.1% |
| Participation rate | 53.3% | 74.2%-20.9pp | 69.2%-15.9pp | 80.1%-26.8pp |
| Annual return | 18.70% | 36.92%-18.2pp | 30.53%-11.8pp | 217.08%-198.4pp |
| Employer contribution / active EE | $2,181 | $2,773-21.4% | $2,289-4.7% | $4,299-49.3% |
| Participant deferral / active EE | $5,150 | $4,714+9.2% | $4,084+26.1% | $6,507-20.9% |
| Admin fee / account holder | $713 | $10,433-93.2% | $8,777-91.9% | $12,624-94.3% |