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 | $42,563 | $56,114-24.1% | $96,139-55.7% | $85,850-50.4% |
| Participation rate | 44.8% | 56.7%-11.9pp | 68.4%-23.6pp | 69.3%-24.5pp |
| Annual return | 15.88% | 42.30%-26.4pp | 191.94%-176.1pp | 318.53%-302.6pp |
| Employer contribution / active EE | $1,793 | $1,620+10.7% | $2,797-35.9% | $2,565-30.1% |
| Participant deferral / active EE | $1,699 | $2,859-40.6% | $4,349-60.9% | $3,952-57.0% |
| Admin fee / account holder | $2,672 | $3,768-29.1% | $5,537-51.7% | $6,260-57.3% |