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 7-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 | $59,397 | $117,841-49.6% | $102,423-42.0% | $145,922-59.3% |
| Participation rate | 47.1% | 78.6%-31.5pp | 76.5%-29.4pp | 80.3%-33.2pp |
| Annual return | 12.97% | 31.65%-18.7pp | 29.32%-16.3pp | 561.29%-548.3pp |
| Employer contribution / active EE | $1,776 | $3,615-50.9% | $3,023-41.3% | $4,660-61.9% |
| Participant deferral / active EE | $2,725 | $5,731-52.5% | $5,053-46.1% | $6,688-59.3% |
| Admin fee / account holder | $6,286 | $13,326-52.8% | $9,451-33.5% | $13,397-53.1% |