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 | $26,021 | $56,060-53.6% | $76,002-65.8% | $80,874-67.8% |
| Participation rate | 55.2% | 62.0%-6.9pp | 69.1%-13.9pp | 67.6%-12.5pp |
| Annual return | 10.76% | 20.54%-9.8pp | 360.07%-349.3pp | 35.62%-24.9pp |
| Employer contribution / active EE | $1,072 | $1,873-42.8% | $2,688-60.1% | $2,756-61.1% |
| Participant deferral / active EE | $2,141 | $3,051-29.8% | $4,257-49.7% | $4,297-50.2% |
| Admin fee / account holder | $8,413 | $5,237+60.6% | $6,414+31.2% | $6,935+21.3% |