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 | $56,029 | $96,635-42.0% | $86,612-35.3% | $139,434-59.8% |
| Participation rate | 42.9% | 74.4%-31.5pp | 71.7%-28.8pp | 80.3%-37.5pp |
| Annual return | 15.94% | 106.41%-90.5pp | 591.07%-575.1pp | 372.94%-357.0pp |
| Employer contribution / active EE | $1,078 | $3,263-67.0% | $3,022-64.3% | $4,751-77.3% |
| Participant deferral / active EE | $1,270 | $4,836-73.7% | $4,438-71.4% | $6,710-81.1% |
| Admin fee / account holder | $674 | $6,408-89.5% | $5,614-88.0% | $11,403-94.1% |