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 | $64,596 | $95,561-32.4% | $77,163-16.3% | $139,434-53.7% |
| Participation rate | 57.1% | 73.9%-16.8pp | 69.6%-12.4pp | 80.3%-23.2pp |
| Annual return | 25.80% | 54.92%-29.1pp | 37.87%-12.1pp | 372.94%-347.1pp |
| Employer contribution / active EE | $7,214 | $3,147+129.2% | $2,535+184.6% | $4,751+51.8% |
| Participant deferral / active EE | $8,675 | $4,624+87.6% | $3,833+126.3% | $6,710+29.3% |
| Admin fee / account holder | $408 | $8,295-95.1% | $5,472-92.6% | $11,403-96.4% |