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 | $85,547 | $117,841-27.4% | $102,423-16.5% | $145,922-41.4% |
| Participation rate | 53.3% | 78.6%-25.3pp | 76.5%-23.2pp | 80.3%-26.9pp |
| Annual return | 27.45% | 31.65%-4.2pp | 29.32%-1.9pp | 561.29%-533.8pp |
| Employer contribution / active EE | $0 | $3,615-100.0% | $3,023-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $12,112 | $5,731+111.3% | $5,053+139.7% | $6,688+81.1% |
| Admin fee / account holder | $7,512 | $13,326-43.6% | $9,451-20.5% | $13,397-43.9% |