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 | $67,131 | $88,672-24.3% | $105,223-36.2% | $82,448-18.6% |
| Participation rate | 51.7% | 67.9%-16.2pp | 75.0%-23.3pp | 68.1%-16.3pp |
| Annual return | 20.76% | 30.86%-10.1pp | 180.65%-159.9pp | 41.64%-20.9pp |
| Employer contribution / active EE | $1,194 | $3,048-60.8% | $3,689-67.6% | $2,551-53.2% |
| Participant deferral / active EE | $4,743 | $4,036+17.5% | $5,072-6.5% | $4,139+14.6% |
| Admin fee / account holder | $851 | $7,146-88.1% | $8,859-90.4% | $7,234-88.2% |