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 | $43,719 | $86,286-49.3% | $111,297-60.7% | $85,850-49.1% |
| Participation rate | 65.6% | 73.3%-7.7pp | 77.3%-11.7pp | 69.3%-3.7pp |
| Annual return | 28.41% | 19.99%+8.4pp | 54.65%-26.2pp | 318.53%-290.1pp |
| Employer contribution / active EE | $1,132 | $2,043-44.6% | $2,731-58.5% | $2,565-55.9% |
| Participant deferral / active EE | $1,826 | $3,641-49.9% | $4,487-59.3% | $3,952-53.8% |
| Admin fee / account holder | $1,414 | $8,188-82.7% | $7,964-82.2% | $6,260-77.4% |