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 | $64,168 | $56,114+14.4% | $96,139-33.3% | $85,850-25.3% |
| Participation rate | 52.6% | 56.7%-4.1pp | 68.4%-15.8pp | 69.3%-16.7pp |
| Annual return | 14.64% | 42.30%-27.7pp | 191.94%-177.3pp | 318.53%-303.9pp |
| Employer contribution / active EE | $0 | $1,620-100.0% | $2,797-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $9,702 | $2,859+239.3% | $4,349+123.1% | $3,952+145.5% |
| Admin fee / account holder | $5,966 | $3,768+58.3% | $5,537+7.7% | $6,260-4.7% |