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 | $7,021 | $34,308-79.5% | $74,701-90.6% | $72,985-90.4% |
| Participation rate | 45.7% | 42.4%+3.3pp | 54.5%-8.7pp | 69.5%-23.8pp |
| Annual return | 24.35% | 26.58%-2.2pp | 752.92%-728.6pp | 81.00%-56.7pp |
| Employer contribution / active EE | $456 | $692-34.1% | $1,084-58.0% | $2,440-81.3% |
| Participant deferral / active EE | $1,015 | $1,271-20.1% | $1,964-48.3% | $3,607-71.9% |
| Admin fee / account holder | $1,448 | $2,124-31.8% | $3,333-56.6% | $5,124-71.7% |