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 6-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 | $57,038 | $79,171-28.0% | $102,423-44.3% | $74,495-23.4% |
| Participation rate | 44.9% | 74.8%-29.9pp | 76.5%-31.6pp | 67.2%-22.3pp |
| Annual return | 15.97% | 54.93%-39.0pp | 29.32%-13.3pp | 1364.94%-1349.0pp |
| Employer contribution / active EE | $1,707 | $2,362-27.7% | $3,023-43.5% | $2,623-34.9% |
| Participant deferral / active EE | $3,572 | $4,415-19.1% | $5,053-29.3% | $4,346-17.8% |
| Admin fee / account holder | $4,166 | $2,001+108.2% | $9,451-55.9% | $1,942+114.5% |