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 | $33,726 | $57,281-41.1% | $86,612-61.1% | $75,163-55.1% |
| Participation rate | 69.4% | 63.2%+6.2pp | 71.7%-2.3pp | 67.2%+2.2pp |
| Annual return | 18.31% | 2670.75%-2652.4pp | 591.07%-572.8pp | 160.62%-142.3pp |
| Employer contribution / active EE | $2,193 | $2,314-5.2% | $3,022-27.4% | $2,670-17.8% |
| Participant deferral / active EE | $3,556 | $3,318+7.2% | $4,438-19.9% | $4,125-13.8% |
| Admin fee / account holder | $758 | $4,112-81.6% | $5,614-86.5% | $5,651-86.6% |