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 | $24,881 | $39,019-36.2% | $80,716-69.2% | $85,850-71.0% |
| Participation rate | 47.2% | 41.5%+5.7pp | 54.2%-6.9pp | 69.3%-22.1pp |
| Annual return | 16.22% | 26.27%-10.1pp | 87.28%-71.1pp | 318.53%-302.3pp |
| Employer contribution / active EE | $698 | $722-3.3% | $1,160-39.8% | $2,565-72.8% |
| Participant deferral / active EE | $1,367 | $1,326+3.1% | $2,146-36.3% | $3,952-65.4% |
| Admin fee / account holder | $377 | $2,431-84.5% | $3,380-88.8% | $6,260-94.0% |