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 | $19,532 | $68,547-71.5% | $120,354-83.8% | $80,856-75.8% |
| Participation rate | 65.7% | 61.6%+4.1pp | 71.9%-6.2pp | 67.6%-1.9pp |
| Annual return | 12.81% | 23.60%-10.8pp | 107.15%-94.3pp | 35.59%-22.8pp |
| Employer contribution / active EE | $1,207 | $2,051-41.2% | $3,463-65.2% | $2,755-56.2% |
| Participant deferral / active EE | $2,179 | $3,173-31.3% | $4,991-56.3% | $4,296-49.3% |
| Admin fee / account holder | $4,277 | $5,732-25.4% | $9,423-54.6% | $6,918-38.2% |