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 | $38,732 | $68,547-43.5% | $120,354-67.8% | $80,856-52.1% |
| Participation rate | 60.0% | 61.6%-1.6pp | 71.9%-11.9pp | 67.6%-7.6pp |
| Annual return | 18.25% | 23.60%-5.4pp | 107.15%-88.9pp | 35.59%-17.3pp |
| Employer contribution / active EE | $1,281 | $2,051-37.6% | $3,463-63.0% | $2,755-53.5% |
| Participant deferral / active EE | $2,008 | $3,173-36.7% | $4,991-59.8% | $4,296-53.3% |
| Admin fee / account holder | $2,554 | $5,732-55.5% | $9,423-72.9% | $6,918-63.1% |