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 | $39,525 | $70,428-43.9% | $96,562-59.1% | $85,850-54.0% |
| Participation rate | 56.4% | 61.8%-5.4pp | 69.8%-13.4pp | 69.3%-12.9pp |
| Annual return | 235.86% | 18.59%+217.3pp | 37.78%+198.1pp | 318.53%-82.7pp |
| Employer contribution / active EE | $730 | $1,413-48.4% | $2,356-69.0% | $2,565-71.6% |
| Participant deferral / active EE | $2,405 | $2,894-16.9% | $3,849-37.5% | $3,952-39.1% |
| Admin fee / account holder | $3,856 | $4,997-22.8% | $6,181-37.6% | $6,260-38.4% |