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 | $44,740 | $64,839-31.0% | $95,585-53.2% | $84,808-47.2% |
| Participation rate | 43.6% | 63.8%-20.2pp | 72.1%-28.5pp | 68.3%-24.7pp |
| Annual return | 15.84% | -670.96%+686.8pp | 38.56%-22.7pp | 40.90%-25.1pp |
| Employer contribution / active EE | $1,410 | $1,759-19.8% | $2,527-44.2% | $2,631-46.4% |
| Participant deferral / active EE | $2,276 | $2,965-23.2% | $4,023-43.4% | $4,212-45.9% |
| Admin fee / account holder | $860 | $5,964-85.6% | $6,127-86.0% | $7,344-88.3% |