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 | $21,647 | $58,694-63.1% | $142,863-84.8% | $85,850-74.8% |
| Participation rate | 64.3% | 58.5%+5.8pp | 71.9%-7.6pp | 69.3%-5.0pp |
| Annual return | 17.62% | 27.72%-10.1pp | 5637.54%-5619.9pp | 318.53%-300.9pp |
| Employer contribution / active EE | $1,490 | $1,423+4.7% | $4,144-64.1% | $2,565-41.9% |
| Participant deferral / active EE | $3,665 | $2,607+40.6% | $3,837-4.5% | $3,952-7.2% |
| Admin fee / account holder | $1,340 | $4,239-68.4% | $6,560-79.6% | $6,260-78.6% |