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 9-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 | $73,408 | $102,317-28.3% | $146,958-50.0% | $80,856-9.2% |
| Participation rate | 69.4% | 75.8%-6.5pp | 82.2%-12.8pp | 67.6%+1.7pp |
| Annual return | 19.19% | 134.76%-115.6pp | 418.34%-399.2pp | 35.59%-16.4pp |
| Employer contribution / active EE | $1,643 | $3,713-55.7% | $4,933-66.7% | $2,755-40.4% |
| Participant deferral / active EE | $3,417 | $6,644-48.6% | $8,070-57.7% | $4,296-20.5% |
| Admin fee / account holder | $3,022 | $7,941-61.9% | $12,998-76.7% | $6,918-56.3% |