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 | $33,841 | $65,561-48.4% | $86,188-60.7% | $75,163-55.0% |
| Participation rate | 55.9% | 60.5%-4.6pp | 69.0%-13.0pp | 67.2%-11.3pp |
| Annual return | 22.89% | 46.05%-23.2pp | 1168.45%-1145.6pp | 160.62%-137.7pp |
| Employer contribution / active EE | $721 | $1,553-53.6% | $2,380-69.7% | $2,670-73.0% |
| Participant deferral / active EE | $3,718 | $3,024+23.0% | $3,985-6.7% | $4,125-9.9% |
| Admin fee / account holder | $1,064 | $5,474-80.6% | $6,852-84.5% | $5,651-81.2% |