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 | $50,405 | $67,823-25.7% | $52,425-3.9% | $137,256-63.3% |
| Participation rate | 40.0% | 63.9%-23.9pp | 55.6%-15.6pp | 80.0%-40.0pp |
| Annual return | 16.68% | 219.11%-202.4pp | 302.12%-285.4pp | 220.34%-203.7pp |
| Employer contribution / active EE | $552 | $1,163-52.5% | $914-39.6% | $4,156-86.7% |
| Participant deferral / active EE | $4,700 | $2,288+105.4% | $1,790+162.5% | $6,407-26.6% |
| Admin fee / account holder | $1,045 | $2,844-63.3% | $2,495-58.1% | $12,270-91.5% |