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 | $26,103 | $51,638-49.4% | $68,368-61.8% | $82,448-68.3% |
| Participation rate | 55.0% | 63.6%-8.6pp | 73.8%-18.8pp | 68.1%-13.1pp |
| Annual return | 38.26% | 37.53%+0.7pp | 292.57%-254.3pp | 41.64%-3.4pp |
| Employer contribution / active EE | $856 | $2,047-58.2% | $2,649-67.7% | $2,551-66.5% |
| Participant deferral / active EE | $3,740 | $2,914+28.4% | $4,123-9.3% | $4,139-9.7% |
| Admin fee / account holder | $1,173 | $4,643-74.7% | $5,150-77.2% | $7,234-83.8% |