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 | $64,136 | $60,892+5.3% | $82,389-22.2% | $84,808-24.4% |
| Participation rate | 46.9% | 63.3%-16.3pp | 69.5%-22.6pp | 68.3%-21.4pp |
| Annual return | 26.22% | 37.29%-11.1pp | 28.67%-2.4pp | 40.90%-14.7pp |
| Employer contribution / active EE | $694 | $1,779-61.0% | $2,517-72.4% | $2,631-73.6% |
| Participant deferral / active EE | $1,267 | $3,179-60.1% | $4,155-69.5% | $4,212-69.9% |
| Admin fee / account holder | $27,125 | $5,467+396.1% | $7,231+275.1% | $7,344+269.4% |