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 | $71,161 | $117,841-39.6% | $102,423-30.5% | $145,922-51.2% |
| Participation rate | 56.3% | 78.6%-22.3pp | 76.5%-20.2pp | 80.3%-24.0pp |
| Annual return | 13.09% | 31.65%-18.6pp | 29.32%-16.2pp | 561.29%-548.2pp |
| Employer contribution / active EE | $1,379 | $3,615-61.9% | $3,023-54.4% | $4,660-70.4% |
| Participant deferral / active EE | $2,602 | $5,731-54.6% | $5,053-48.5% | $6,688-61.1% |
| Admin fee / account holder | $13,232 | $13,326-0.7% | $9,451+40.0% | $13,397-1.2% |