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 7-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 | $63,011 | $65,703-4.1% | $94,224-33.1% | $59,632+5.7% |
| Participation rate | 63.2% | 72.1%-9.0pp | 78.8%-15.6pp | 68.7%-5.5pp |
| Annual return | 3.61% | 5.22%-1.6pp | 10.68%-7.1pp | 2041.28%-2037.7pp |
| Employer contribution / active EE | $766 | $2,021-62.1% | $3,587-78.6% | $2,203-65.2% |
| Participant deferral / active EE | $2,428 | $3,143-22.7% | $4,320-43.8% | $3,192-23.9% |
| Admin fee / account holder | $10,849 | $4,264+154.4% | $6,269+73.1% | $4,297+152.5% |