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 | $49,056 | $67,823-27.7% | $52,425-6.4% | $137,256-64.3% |
| Participation rate | 42.9% | 63.9%-21.1pp | 55.6%-12.8pp | 80.0%-37.1pp |
| Annual return | 20.00% | 219.11%-199.1pp | 302.12%-282.1pp | 220.34%-200.3pp |
| Employer contribution / active EE | $691 | $1,163-40.5% | $914-24.4% | $4,156-83.4% |
| Participant deferral / active EE | $3,117 | $2,288+36.3% | $1,790+74.1% | $6,407-51.3% |
| Admin fee / account holder | $844 | $2,844-70.3% | $2,495-66.2% | $12,270-93.1% |