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 4-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 | $23,218 | $96,635-76.0% | $86,612-73.2% | $139,434-83.3% |
| Participation rate | 58.3% | 74.4%-16.1pp | 71.7%-13.4pp | 80.3%-22.0pp |
| Annual return | 15.74% | 106.41%-90.7pp | 591.07%-575.3pp | 372.94%-357.2pp |
| Employer contribution / active EE | $1,162 | $3,263-64.4% | $3,022-61.6% | $4,751-75.5% |
| Participant deferral / active EE | $1,467 | $4,836-69.7% | $4,438-66.9% | $6,710-78.1% |
| Admin fee / account holder | $6,225 | $6,408-2.9% | $5,614+10.9% | $11,403-45.4% |