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 | $29,723 | $102,317-71.0% | $146,958-79.8% | $80,856-63.2% |
| Participation rate | 65.8% | 75.8%-10.0pp | 82.2%-16.4pp | 67.6%-1.8pp |
| Annual return | 14.18% | 134.76%-120.6pp | 418.34%-404.2pp | 35.59%-21.4pp |
| Employer contribution / active EE | $3,185 | $3,713-14.2% | $4,933-35.4% | $2,755+15.6% |
| Participant deferral / active EE | $5,932 | $6,644-10.7% | $8,070-26.5% | $4,296+38.1% |
| Admin fee / account holder | $11,063 | $7,941+39.3% | $12,998-14.9% | $6,918+59.9% |