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 | $64,353 | $71,050-9.4% | $93,606-31.3% | $80,856-20.4% |
| Participation rate | 51.6% | 60.4%-8.8pp | 68.7%-17.1pp | 67.6%-16.0pp |
| Annual return | 10.42% | 11.26%-0.8pp | 133.20%-122.8pp | 35.59%-25.2pp |
| Employer contribution / active EE | $1,050 | $1,564-32.8% | $2,420-56.6% | $2,755-61.9% |
| Participant deferral / active EE | $4,687 | $4,034+16.2% | $4,411+6.2% | $4,296+9.1% |
| Admin fee / account holder | $618 | $6,945-91.1% | $8,285-92.5% | $6,918-91.1% |