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 | $45,867 | $56,053-18.2% | $75,972-39.6% | $80,856-43.3% |
| Participation rate | 26.5% | 62.0%-35.5pp | 69.1%-42.5pp | 67.6%-41.1pp |
| Annual return | 11.26% | 20.53%-9.3pp | 359.55%-348.3pp | 35.59%-24.3pp |
| Employer contribution / active EE | $829 | $1,874-55.8% | $2,685-69.1% | $2,755-69.9% |
| Participant deferral / active EE | $1,540 | $3,052-49.5% | $4,255-63.8% | $4,296-64.2% |
| Admin fee / account holder | $9,706 | $5,234+85.5% | $6,467+50.1% | $6,918+40.3% |