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 6-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 | $23,478 | $49,922-53.0% | $80,569-70.9% | $75,163-68.8% |
| Participation rate | 44.0% | 55.3%-11.3pp | 67.0%-23.0pp | 67.2%-23.2pp |
| Annual return | 18.88% | 34.69%-15.8pp | 935.43%-916.5pp | 160.62%-141.7pp |
| Employer contribution / active EE | $989 | $1,698-41.8% | $2,723-63.7% | $2,670-63.0% |
| Participant deferral / active EE | $2,418 | $2,990-19.1% | $4,447-45.6% | $4,125-41.4% |
| Admin fee / account holder | $2,124 | $3,577-40.6% | $5,377-60.5% | $5,651-62.4% |