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 | $55,306 | $109,881-49.7% | $150,045-63.1% | $84,808-34.8% |
| Participation rate | 51.9% | 76.1%-24.2pp | 82.3%-30.5pp | 68.3%-16.5pp |
| Annual return | 15.79% | 28.25%-12.5pp | 62.55%-46.8pp | 40.90%-25.1pp |
| Employer contribution / active EE | $2,028 | $3,561-43.1% | $4,693-56.8% | $2,631-22.9% |
| Participant deferral / active EE | $3,544 | $6,636-46.6% | $7,997-55.7% | $4,212-15.8% |
| Admin fee / account holder | $7,497 | $8,568-12.5% | $13,435-44.2% | $7,344+2.1% |