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 | $32,025 | $72,277-55.7% | $101,248-68.4% | $79,858-59.9% |
| Participation rate | 12.5% | 68.5%-56.0pp | 75.8%-63.3pp | 69.6%-57.1pp |
| Annual return | 177.09% | 22.30%+154.8pp | 46.47%+130.6pp | 31.71%+145.4pp |
| Employer contribution / active EE | $663 | $2,692-75.4% | $3,660-81.9% | $2,471-73.1% |
| Participant deferral / active EE | $2,380 | $3,282-27.5% | $4,370-45.5% | $3,740-36.4% |
| Admin fee / account holder | $406 | $4,400-90.8% | $5,945-93.2% | $5,306-92.4% |