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 | $71,402 | $79,171-9.8% | $102,423-30.3% | $74,495-4.2% |
| Participation rate | 60.7% | 74.8%-14.1pp | 76.5%-15.8pp | 67.2%-6.5pp |
| Annual return | 12.89% | 54.93%-42.0pp | 29.32%-16.4pp | 1364.94%-1352.1pp |
| Employer contribution / active EE | $1,191 | $2,362-49.6% | $3,023-60.6% | $2,623-54.6% |
| Participant deferral / active EE | $3,847 | $4,415-12.9% | $5,053-23.9% | $4,346-11.5% |
| Admin fee / account holder | $1,340 | $2,001-33.0% | $9,451-85.8% | $1,942-31.0% |