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 | $36,056 | $117,841-69.4% | $102,423-64.8% | $145,922-75.3% |
| Participation rate | 30.0% | 78.6%-48.6pp | 76.5%-46.5pp | 80.3%-50.3pp |
| Annual return | 13.83% | 31.65%-17.8pp | 29.32%-15.5pp | 561.29%-547.5pp |
| Employer contribution / active EE | $1,537 | $3,615-57.5% | $3,023-49.2% | $4,660-67.0% |
| Participant deferral / active EE | $6,046 | $5,731+5.5% | $5,053+19.6% | $6,688-9.6% |
| Admin fee / account holder | $4,991 | $13,326-62.5% | $9,451-47.2% | $13,397-62.7% |