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 | $55,858 | $64,839-13.9% | $95,585-41.6% | $84,808-34.1% |
| Participation rate | 28.1% | 63.8%-35.7pp | 72.1%-44.0pp | 68.3%-40.2pp |
| Annual return | 21.23% | -670.96%+692.2pp | 38.56%-17.3pp | 40.90%-19.7pp |
| Employer contribution / active EE | $645 | $1,759-63.3% | $2,527-74.5% | $2,631-75.5% |
| Participant deferral / active EE | $1,799 | $2,965-39.3% | $4,023-55.3% | $4,212-57.3% |
| Admin fee / account holder | $2,158 | $5,964-63.8% | $6,127-64.8% | $7,344-70.6% |