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 | $52,795 | $98,750-46.5% | $149,696-64.7% | $79,858-33.9% |
| Participation rate | 63.0% | 75.8%-12.8pp | 82.5%-19.5pp | 69.6%-6.7pp |
| Annual return | 26.20% | 27.43%-1.2pp | 276.60%-250.4pp | 31.71%-5.5pp |
| Employer contribution / active EE | $2,444 | $3,216-24.0% | $4,644-47.4% | $2,471-1.1% |
| Participant deferral / active EE | $4,874 | $5,680-14.2% | $6,842-28.8% | $3,740+30.3% |
| Admin fee / account holder | $5,335 | $6,053-11.9% | $9,309-42.7% | $5,306+0.5% |