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 | $80,061 | $159,602-49.8% | $150,045-46.6% | $142,382-43.8% |
| Participation rate | 64.7% | 84.0%-19.3pp | 82.3%-17.6pp | 80.1%-15.4pp |
| Annual return | 13.07% | 70.24%-57.2pp | 62.55%-49.5pp | 217.08%-204.0pp |
| Employer contribution / active EE | $2,240 | $4,961-54.8% | $4,693-52.3% | $4,299-47.9% |
| Participant deferral / active EE | $6,206 | $8,310-25.3% | $7,997-22.4% | $6,507-4.6% |
| Admin fee / account holder | $35,643 | $14,846+140.1% | $13,435+165.3% | $12,624+182.4% |