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 8-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 | $34,930 | $58,208-40.0% | $81,812-57.3% | $80,856-56.8% |
| Participation rate | 59.3% | 63.4%-4.2pp | 72.3%-13.1pp | 67.6%-8.4pp |
| Annual return | 14.91% | 41.66%-26.7pp | 773.79%-758.9pp | 35.59%-20.7pp |
| Employer contribution / active EE | $2,001 | $2,340-14.5% | $2,912-31.3% | $2,755-27.4% |
| Participant deferral / active EE | $3,039 | $3,281-7.4% | $4,319-29.6% | $4,296-29.3% |
| Admin fee / account holder | $2,733 | $4,981-45.1% | $7,386-63.0% | $6,918-60.5% |