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 8-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 | $55,639 | $64,839-14.2% | $95,585-41.8% | $84,808-34.4% |
| Participation rate | 23.1% | 63.8%-40.7pp | 72.1%-49.0pp | 68.3%-45.2pp |
| Annual return | 15.71% | -670.96%+686.7pp | 38.56%-22.8pp | 40.90%-25.2pp |
| Employer contribution / active EE | $481 | $1,759-72.6% | $2,527-80.9% | $2,631-81.7% |
| Participant deferral / active EE | $1,462 | $2,965-50.7% | $4,023-63.6% | $4,212-65.3% |
| Admin fee / account holder | $4,181 | $5,964-29.9% | $6,127-31.8% | $7,344-43.1% |