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 | $77,769 | $82,664-5.9% | $125,339-38.0% | $68,494+13.5% |
| Participation rate | 28.2% | 75.0%-46.8pp | 82.4%-54.2pp | 67.9%-39.7pp |
| Annual return | 51.02% | -5.97%+57.0pp | 572.05%-521.0pp | -7.84%+58.9pp |
| Employer contribution / active EE | $845 | $3,381-75.0% | $4,814-82.4% | $2,596-67.4% |
| Participant deferral / active EE | $2,737 | $6,110-55.2% | $7,446-63.2% | $4,027-32.0% |
| Admin fee / account holder | $5,251 | $6,275-16.3% | $10,010-47.5% | $5,403-2.8% |