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 | $88,971 | $101,618-12.4% | $93,063-4.4% | $137,256-35.2% |
| Participation rate | 16.7% | 74.9%-58.3pp | 72.1%-55.4pp | 80.0%-63.3pp |
| Annual return | 18.38% | 223.95%-205.6pp | 34.15%-15.8pp | 220.34%-202.0pp |
| Employer contribution / active EE | $1,575 | $2,707-41.8% | $2,476-36.4% | $4,156-62.1% |
| Participant deferral / active EE | $3,704 | $4,279-13.4% | $3,958-6.4% | $6,407-42.2% |
| Admin fee / account holder | $945 | $6,198-84.8% | $6,033-84.3% | $12,270-92.3% |