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 | $44,369 | $52,353-15.2% | $120,225-63.1% | $82,448-46.2% |
| Participation rate | 51.2% | 58.3%-7.1pp | 69.6%-18.4pp | 68.1%-16.8pp |
| Annual return | 18.29% | 61.85%-43.6pp | 439.23%-420.9pp | 41.64%-23.3pp |
| Employer contribution / active EE | $1,249 | $1,510-17.3% | $3,475-64.1% | $2,551-51.0% |
| Participant deferral / active EE | $2,716 | $2,627+3.4% | $3,999-32.1% | $4,139-34.4% |
| Admin fee / account holder | $514 | $4,363-88.2% | $5,696-91.0% | $7,234-92.9% |