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 | $94,546 | $114,381-17.3% | $107,525-12.1% | $142,382-33.6% |
| Participation rate | 33.3% | 78.1%-44.8pp | 75.1%-41.7pp | 80.1%-46.8pp |
| Annual return | 18.06% | 242.71%-224.6pp | 181.32%-163.3pp | 217.08%-199.0pp |
| Employer contribution / active EE | $2,019 | $4,015-49.7% | $3,754-46.2% | $4,299-53.0% |
| Participant deferral / active EE | $3,802 | $5,564-31.7% | $5,116-25.7% | $6,507-41.6% |
| Admin fee / account holder | $641 | $9,860-93.5% | $8,919-92.8% | $12,624-94.9% |