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 | $67,394 | $58,234+15.7% | $81,783-17.6% | $80,874-16.7% |
| Participation rate | 13.6% | 63.4%-49.9pp | 72.4%-58.8pp | 67.6%-54.1pp |
| Annual return | 18.66% | 41.70%-23.0pp | 775.05%-756.4pp | 35.62%-17.0pp |
| Employer contribution / active EE | $529 | $2,341-77.4% | $2,913-81.8% | $2,756-80.8% |
| Participant deferral / active EE | $1,227 | $3,283-62.6% | $4,320-71.6% | $4,297-71.4% |
| Admin fee / account holder | $333 | $4,982-93.3% | $7,380-95.5% | $6,935-95.2% |