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 8-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 | $21,232 | $37,426-43.3% | $77,482-72.6% | $79,858-73.4% |
| Participation rate | 48.1% | 41.5%+6.6pp | 54.2%-6.0pp | 69.6%-21.5pp |
| Annual return | 25.12% | 39.70%-14.6pp | 54.79%-29.7pp | 31.71%-6.6pp |
| Employer contribution / active EE | $651 | $637+2.3% | $986-34.0% | $2,471-73.6% |
| Participant deferral / active EE | $2,984 | $1,260+136.8% | $1,861+60.3% | $3,740-20.2% |
| Admin fee / account holder | $357 | $2,504-85.7% | $2,858-87.5% | $5,306-93.3% |