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 | $62,887 | $105,181-40.2% | $159,436-60.6% | $85,850-26.7% |
| Participation rate | 49.3% | 75.8%-26.5pp | 82.8%-33.5pp | 69.3%-20.0pp |
| Annual return | 18.29% | 45.07%-26.8pp | 263.57%-245.3pp | 318.53%-300.2pp |
| Employer contribution / active EE | $2,079 | $3,318-37.3% | $4,829-56.9% | $2,565-18.9% |
| Participant deferral / active EE | $5,060 | $5,945-14.9% | $7,352-31.2% | $3,952+28.0% |
| Admin fee / account holder | $9,370 | $6,933+35.1% | $10,799-13.2% | $6,260+49.7% |