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 | $30,142 | $58,208-48.2% | $81,812-63.2% | $80,856-62.7% |
| Participation rate | 35.9% | 63.4%-27.5pp | 72.3%-36.4pp | 67.6%-31.7pp |
| Annual return | 23.33% | 41.66%-18.3pp | 773.79%-750.5pp | 35.59%-12.3pp |
| Employer contribution / active EE | $903 | $2,340-61.4% | $2,912-69.0% | $2,755-67.2% |
| Participant deferral / active EE | $1,691 | $3,281-48.5% | $4,319-60.9% | $4,296-60.6% |
| Admin fee / account holder | $827 | $4,981-83.4% | $7,386-88.8% | $6,918-88.0% |