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 | $33,640 | $52,279-35.7% | $89,391-62.4% | $79,858-57.9% |
| Participation rate | 16.7% | 57.5%-40.9pp | 68.0%-51.3pp | 69.6%-53.0pp |
| Annual return | 38.63% | 22.16%+16.5pp | 245.62%-207.0pp | 31.71%+6.9pp |
| Employer contribution / active EE | $857 | $1,572-45.5% | $2,586-66.9% | $2,471-65.3% |
| Participant deferral / active EE | $3,569 | $2,740+30.3% | $3,890-8.2% | $3,740-4.6% |
| Admin fee / account holder | $11,780 | $3,356+251.0% | $4,881+141.3% | $5,306+122.0% |