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 | $57,821 | $91,190-36.6% | $178,490-67.6% | $79,858-27.6% |
| Participation rate | 57.6% | 69.2%-11.6pp | 81.9%-24.3pp | 69.6%-12.1pp |
| Annual return | 12.85% | 24.19%-11.3pp | 151.07%-138.2pp | 31.71%-18.9pp |
| Employer contribution / active EE | $2,239 | $3,256-31.2% | $5,011-55.3% | $2,471-9.4% |
| Participant deferral / active EE | $4,522 | $3,236+39.7% | $5,202-13.1% | $3,740+20.9% |
| Admin fee / account holder | $727 | $6,751-89.2% | $13,984-94.8% | $5,306-86.3% |