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 | $45,777 | $74,661-38.7% | $160,784-71.5% | $67,986-32.7% |
| Participation rate | 46.3% | 57.1%-10.8pp | 77.0%-30.6pp | 57.2%-10.9pp |
| Annual return | 14.33% | 28.83%-14.5pp | 1803.92%-1789.6pp | 31.67%-17.3pp |
| Employer contribution / active EE | $2,344 | $1,829+28.2% | $3,733-37.2% | $2,019+16.1% |
| Participant deferral / active EE | $4,295 | $3,681+16.7% | $6,293-31.7% | $3,358+27.9% |
| Admin fee / account holder | $5,935 | $3,959+49.9% | $9,717-38.9% | $3,203+85.3% |