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 | $57,100 | $49,922+14.4% | $80,569-29.1% | $75,163-24.0% |
| Participation rate | 47.5% | 55.3%-7.8pp | 67.0%-19.5pp | 67.2%-19.7pp |
| Annual return | 16.50% | 34.69%-18.2pp | 935.43%-918.9pp | 160.62%-144.1pp |
| Employer contribution / active EE | $1,618 | $1,698-4.7% | $2,723-40.6% | $2,670-39.4% |
| Participant deferral / active EE | $2,787 | $2,990-6.8% | $4,447-37.3% | $4,125-32.4% |
| Admin fee / account holder | $1,914 | $3,577-46.5% | $5,377-64.4% | $5,651-66.1% |