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 | $30,600 | $150,187-79.6% | $120,354-74.6% | $145,922-79.0% |
| Participation rate | 69.2% | 78.8%-9.5pp | 71.9%-2.7pp | 80.3%-11.0pp |
| Annual return | 13.65% | 154.07%-140.4pp | 107.15%-93.5pp | 561.29%-547.6pp |
| Employer contribution / active EE | $1,630 | $4,348-62.5% | $3,463-52.9% | $4,660-65.0% |
| Participant deferral / active EE | $2,761 | $6,173-55.3% | $4,991-44.7% | $6,688-58.7% |
| Admin fee / account holder | $1,781 | $12,207-85.4% | $9,423-81.1% | $13,397-86.7% |