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 | $25,616 | $86,891-70.5% | $142,449-82.0% | $75,163-65.9% |
| Participation rate | 51.7% | 68.5%-16.9pp | 76.8%-25.1pp | 67.2%-15.5pp |
| Annual return | 100.29% | 23.31%+77.0pp | 19.99%+80.3pp | 160.62%-60.3pp |
| Employer contribution / active EE | $1,543 | $3,355-54.0% | $4,847-68.2% | $2,670-42.2% |
| Participant deferral / active EE | $2,970 | $4,938-39.8% | $6,283-52.7% | $4,125-28.0% |
| Admin fee / account holder | $376 | $7,299-94.9% | $10,011-96.2% | $5,651-93.3% |