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 | $82,020 | $93,373-12.2% | $152,466-46.2% | $85,850-4.5% |
| Participation rate | 60.4% | 70.1%-9.7pp | 78.2%-17.8pp | 69.3%-8.9pp |
| Annual return | 22.51% | 21.84%+0.7pp | 757.33%-734.8pp | 318.53%-296.0pp |
| Employer contribution / active EE | $0 | $2,996-100.0% | $4,327-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $4,323 | $4,550-5.0% | $5,820-25.7% | $3,952+9.4% |
| Admin fee / account holder | $7,040 | $13,853-49.2% | $15,805-55.5% | $6,260+12.5% |