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 | $36,201 | $82,978-56.4% | $129,995-72.2% | $71,457-49.3% |
| Participation rate | 61.8% | 74.1%-12.3pp | 78.5%-16.7pp | 67.9%-6.1pp |
| Annual return | 21.31% | 20.60%+0.7pp | -137.18%+158.5pp | 28.85%-7.5pp |
| Employer contribution / active EE | $797 | $2,622-69.6% | $4,320-81.6% | $2,588-69.2% |
| Participant deferral / active EE | $2,211 | $4,432-50.1% | $5,820-62.0% | $4,289-48.5% |
| Admin fee / account holder | $5,392 | $1,729+211.9% | $10,614-49.2% | $1,587+239.7% |