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 | $24,022 | $58,208-58.7% | $81,812-70.6% | $80,856-70.3% |
| Participation rate | 65.2% | 63.4%+1.8pp | 72.3%-7.2pp | 67.6%-2.5pp |
| Annual return | 13.46% | 41.66%-28.2pp | 773.79%-760.3pp | 35.59%-22.1pp |
| Employer contribution / active EE | $1,152 | $2,340-50.8% | $2,912-60.5% | $2,755-58.2% |
| Participant deferral / active EE | $6,118 | $3,281+86.5% | $4,319+41.7% | $4,296+42.4% |
| Admin fee / account holder | $1,439 | $4,981-71.1% | $7,386-80.5% | $6,918-79.2% |