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 | $36,018 | $86,929-58.6% | $102,423-64.8% | $80,856-55.5% |
| Participation rate | 46.2% | 72.4%-26.2pp | 76.5%-30.3pp | 67.6%-21.5pp |
| Annual return | 13.74% | 18.88%-5.1pp | 29.32%-15.6pp | 35.59%-21.9pp |
| Employer contribution / active EE | $1,231 | $2,369-48.0% | $3,023-59.3% | $2,755-55.3% |
| Participant deferral / active EE | $2,917 | $4,118-29.2% | $5,053-42.3% | $4,296-32.1% |
| Admin fee / account holder | $1,076 | $8,049-86.6% | $9,451-88.6% | $6,918-84.5% |