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 8-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 | $49,969 | $49,922+0.1% | $80,569-38.0% | $75,163-33.5% |
| Participation rate | 33.8% | 55.3%-21.5pp | 67.0%-33.2pp | 67.2%-33.4pp |
| Annual return | 20.85% | 34.69%-13.8pp | 935.43%-914.6pp | 160.62%-139.8pp |
| Employer contribution / active EE | $379 | $1,698-77.7% | $2,723-86.1% | $2,670-85.8% |
| Participant deferral / active EE | $991 | $2,990-66.9% | $4,447-77.7% | $4,125-76.0% |
| Admin fee / account holder | $5,037 | $3,577+40.8% | $5,377-6.3% | $5,651-10.9% |