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 | $71,536 | $58,264+22.8% | $86,612-17.4% | $71,457+0.1% |
| Participation rate | 35.8% | 65.0%-29.2pp | 71.7%-35.9pp | 67.9%-32.1pp |
| Annual return | 16.15% | 21.63%-5.5pp | 591.07%-574.9pp | 28.85%-12.7pp |
| Employer contribution / active EE | $607 | $2,574-76.4% | $3,022-79.9% | $2,588-76.5% |
| Participant deferral / active EE | $1,635 | $3,436-52.4% | $4,438-63.2% | $4,289-61.9% |
| Admin fee / account holder | $1,335 | $1,057+26.3% | $5,614-76.2% | $1,587-15.9% |