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 | $43,995 | $70,428-37.5% | $96,562-54.4% | $85,850-48.8% |
| Participation rate | 61.1% | 61.8%-0.7pp | 69.8%-8.7pp | 69.3%-8.2pp |
| Annual return | 16.31% | 18.59%-2.3pp | 37.78%-21.5pp | 318.53%-302.2pp |
| Employer contribution / active EE | $1,496 | $1,413+5.9% | $2,356-36.5% | $2,565-41.7% |
| Participant deferral / active EE | $2,890 | $2,894-0.1% | $3,849-24.9% | $3,952-26.9% |
| Admin fee / account holder | $549 | $4,997-89.0% | $6,181-91.1% | $6,260-91.2% |