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 | $38,226 | $65,561-41.7% | $86,188-55.6% | $75,163-49.1% |
| Participation rate | 22.9% | 60.5%-37.6pp | 69.0%-46.1pp | 67.2%-44.3pp |
| Annual return | 21.63% | 46.05%-24.4pp | 1168.45%-1146.8pp | 160.62%-139.0pp |
| Employer contribution / active EE | $567 | $1,553-63.5% | $2,380-76.2% | $2,670-78.8% |
| Participant deferral / active EE | $2,128 | $3,024-29.6% | $3,985-46.6% | $4,125-48.4% |
| Admin fee / account holder | $16,323 | $5,474+198.2% | $6,852+138.2% | $5,651+188.9% |