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 7-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 | $14,353 | $39,019-63.2% | $80,716-82.2% | $85,850-83.3% |
| Participation rate | 21.1% | 41.5%-20.5pp | 54.2%-33.1pp | 69.3%-48.3pp |
| Annual return | 19.14% | 26.27%-7.1pp | 87.28%-68.1pp | 318.53%-299.4pp |
| Employer contribution / active EE | $546 | $722-24.4% | $1,160-52.9% | $2,565-78.7% |
| Participant deferral / active EE | $1,341 | $1,326+1.1% | $2,146-37.5% | $3,952-66.1% |
| Admin fee / account holder | $1,088 | $2,431-55.2% | $3,380-67.8% | $6,260-82.6% |