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 | $37,033 | $86,929-57.4% | $102,423-63.8% | $80,856-54.2% |
| Participation rate | 48.7% | 72.4%-23.7pp | 76.5%-27.8pp | 67.6%-18.9pp |
| Annual return | 13.14% | 18.88%-5.7pp | 29.32%-16.2pp | 35.59%-22.5pp |
| Employer contribution / active EE | $1,520 | $2,369-35.9% | $3,023-49.7% | $2,755-44.8% |
| Participant deferral / active EE | $3,134 | $4,118-23.9% | $5,053-38.0% | $4,296-27.0% |
| Admin fee / account holder | $16,978 | $8,049+110.9% | $9,451+79.6% | $6,918+145.4% |