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 | $33,421 | $65,561-49.0% | $86,188-61.2% | $75,163-55.5% |
| Participation rate | 46.8% | 60.5%-13.7pp | 69.0%-22.2pp | 67.2%-20.4pp |
| Annual return | 15.90% | 46.05%-30.2pp | 1168.45%-1152.6pp | 160.62%-144.7pp |
| Employer contribution / active EE | $1,281 | $1,553-17.5% | $2,380-46.2% | $2,670-52.0% |
| Participant deferral / active EE | $2,185 | $3,024-27.7% | $3,985-45.2% | $4,125-47.0% |
| Admin fee / account holder | $16,591 | $5,474+203.1% | $6,852+142.1% | $5,651+193.6% |