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 7-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 | $30,679 | $102,317-70.0% | $146,958-79.1% | $80,856-62.1% |
| Participation rate | 69.1% | 75.8%-6.8pp | 82.2%-13.1pp | 67.6%+1.4pp |
| Annual return | 19.58% | 134.76%-115.2pp | 418.34%-398.8pp | 35.59%-16.0pp |
| Employer contribution / active EE | $3,042 | $3,713-18.1% | $4,933-38.3% | $2,755+10.4% |
| Participant deferral / active EE | $5,261 | $6,644-20.8% | $8,070-34.8% | $4,296+22.5% |
| Admin fee / account holder | $3,452 | $7,941-56.5% | $12,998-73.4% | $6,918-50.1% |