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 | $34,781 | $58,208-40.2% | $81,812-57.5% | $80,856-57.0% |
| Participation rate | 51.3% | 63.4%-12.1pp | 72.3%-21.1pp | 67.6%-16.4pp |
| Annual return | 12.62% | 41.66%-29.0pp | 773.79%-761.2pp | 35.59%-23.0pp |
| Employer contribution / active EE | $1,800 | $2,340-23.1% | $2,912-38.2% | $2,755-34.7% |
| Participant deferral / active EE | $2,428 | $3,281-26.0% | $4,319-43.8% | $4,296-43.5% |
| Admin fee / account holder | $487 | $4,981-90.2% | $7,386-93.4% | $6,918-93.0% |