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 7-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 | $88,508 | $65,561+35.0% | $86,188+2.7% | $75,163+17.8% |
| Participation rate | 38.8% | 60.5%-21.7pp | 69.0%-30.2pp | 67.2%-28.4pp |
| Annual return | 17.38% | 46.05%-28.7pp | 1168.45%-1151.1pp | 160.62%-143.2pp |
| Employer contribution / active EE | $481 | $1,553-69.0% | $2,380-79.8% | $2,670-82.0% |
| Participant deferral / active EE | $2,594 | $3,024-14.2% | $3,985-34.9% | $4,125-37.1% |
| Admin fee / account holder | $4,150 | $5,474-24.2% | $6,852-39.4% | $5,651-26.6% |