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 | $32,395 | $54,705-40.8% | $71,209-54.5% | $84,808-61.8% |
| Participation rate | 30.5% | 64.1%-33.6pp | 73.8%-43.3pp | 68.3%-37.8pp |
| Annual return | 19.44% | 35.90%-16.5pp | 282.51%-263.1pp | 40.90%-21.5pp |
| Employer contribution / active EE | $555 | $2,158-74.3% | $2,721-79.6% | $2,631-78.9% |
| Participant deferral / active EE | $1,448 | $3,030-52.2% | $4,175-65.3% | $4,212-65.6% |
| Admin fee / account holder | $1,514 | $4,863-68.9% | $5,349-71.7% | $7,344-79.4% |