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 | $17,488 | $56,114-68.8% | $96,139-81.8% | $85,850-79.6% |
| Participation rate | 59.2% | 56.7%+2.5pp | 68.4%-9.2pp | 69.3%-10.1pp |
| Annual return | 13.57% | 42.30%-28.7pp | 191.94%-178.4pp | 318.53%-305.0pp |
| Employer contribution / active EE | $972 | $1,620-40.0% | $2,797-65.3% | $2,565-62.1% |
| Participant deferral / active EE | $2,075 | $2,859-27.4% | $4,349-52.3% | $3,952-47.5% |
| Admin fee / account holder | $908 | $3,768-75.9% | $5,537-83.6% | $6,260-85.5% |