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 | $34,667 | $117,841-70.6% | $102,423-66.2% | $145,922-76.2% |
| Participation rate | 46.7% | 78.6%-31.9pp | 76.5%-29.8pp | 80.3%-33.6pp |
| Annual return | 14.31% | 31.65%-17.3pp | 29.32%-15.0pp | 561.29%-547.0pp |
| Employer contribution / active EE | $1,078 | $3,615-70.2% | $3,023-64.3% | $4,660-76.9% |
| Participant deferral / active EE | $2,190 | $5,731-61.8% | $5,053-56.7% | $6,688-67.2% |
| Admin fee / account holder | $351 | $13,326-97.4% | $9,451-96.3% | $13,397-97.4% |