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 | $37,539 | $88,672-57.7% | $105,223-64.3% | $82,448-54.5% |
| Participation rate | 53.3% | 67.9%-14.6pp | 75.0%-21.7pp | 68.1%-14.7pp |
| Annual return | 13.36% | 30.86%-17.5pp | 180.65%-167.3pp | 41.64%-28.3pp |
| Employer contribution / active EE | $1,510 | $3,048-50.4% | $3,689-59.1% | $2,551-40.8% |
| Participant deferral / active EE | $4,483 | $4,036+11.1% | $5,072-11.6% | $4,139+8.3% |
| Admin fee / account holder | $4,447 | $7,146-37.8% | $8,859-49.8% | $7,234-38.5% |