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 | $29,997 | $48,277-37.9% | $67,511-55.6% | $80,874-62.9% |
| Participation rate | 48.2% | 66.4%-18.2pp | 72.9%-24.7pp | 67.6%-19.4pp |
| Annual return | 19.70% | 18.27%+1.4pp | 3517.41%-3497.7pp | 35.62%-15.9pp |
| Employer contribution / active EE | $1,056 | $2,021-47.8% | $2,733-61.4% | $2,756-61.7% |
| Participant deferral / active EE | $2,017 | $2,926-31.1% | $4,000-49.6% | $4,297-53.1% |
| Admin fee / account holder | $3,117 | $3,687-15.5% | $3,999-22.1% | $6,935-55.1% |