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 | $24,003 | $49,922-51.9% | $80,569-70.2% | $75,163-68.1% |
| Participation rate | 46.7% | 55.3%-8.6pp | 67.0%-20.3pp | 67.2%-20.5pp |
| Annual return | 18.83% | 34.69%-15.9pp | 935.43%-916.6pp | 160.62%-141.8pp |
| Employer contribution / active EE | $893 | $1,698-47.4% | $2,723-67.2% | $2,670-66.6% |
| Participant deferral / active EE | $3,275 | $2,990+9.5% | $4,447-26.4% | $4,125-20.6% |
| Admin fee / account holder | $1,210 | $3,577-66.2% | $5,377-77.5% | $5,651-78.6% |