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 9-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 | $55,755 | $59,417-6.2% | $93,606-40.4% | $74,495-25.2% |
| Participation rate | 64.4% | 59.7%+4.8pp | 68.7%-4.3pp | 67.2%-2.8pp |
| Annual return | 14.43% | 81.83%-67.4pp | 133.20%-118.8pp | 1364.94%-1350.5pp |
| Employer contribution / active EE | $650 | $1,264-48.6% | $2,420-73.1% | $2,623-75.2% |
| Participant deferral / active EE | $2,036 | $3,050-33.2% | $4,411-53.8% | $4,346-53.1% |
| Admin fee / account holder | $2,932 | $3,021-3.0% | $8,285-64.6% | $1,942+51.0% |