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 | $48,454 | $49,922-2.9% | $80,569-39.9% | $75,163-35.5% |
| Participation rate | 33.3% | 55.3%-22.0pp | 67.0%-33.7pp | 67.2%-33.9pp |
| Annual return | 22.25% | 34.69%-12.4pp | 935.43%-913.2pp | 160.62%-138.4pp |
| Employer contribution / active EE | $779 | $1,698-54.1% | $2,723-71.4% | $2,670-70.8% |
| Participant deferral / active EE | $1,186 | $2,990-60.3% | $4,447-73.3% | $4,125-71.2% |
| Admin fee / account holder | $1,389 | $3,577-61.2% | $5,377-74.2% | $5,651-75.4% |