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 | $21,633 | $72,277-70.1% | $101,248-78.6% | $79,858-72.9% |
| Participation rate | 37.6% | 68.5%-30.8pp | 75.8%-38.2pp | 69.6%-32.0pp |
| Annual return | 128.16% | 22.30%+105.9pp | 46.47%+81.7pp | 31.71%+96.4pp |
| Employer contribution / active EE | $1,088 | $2,692-59.6% | $3,660-70.3% | $2,471-56.0% |
| Participant deferral / active EE | $2,211 | $3,282-32.6% | $4,370-49.4% | $3,740-40.9% |
| Admin fee / account holder | $700 | $4,400-84.1% | $5,945-88.2% | $5,306-86.8% |