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 | $50,692 | $96,128-47.3% | $136,007-62.7% | $80,856-37.3% |
| Participation rate | 44.4% | 71.2%-26.8pp | 76.5%-32.0pp | 67.6%-23.2pp |
| Annual return | 12.76% | 28.71%-16.0pp | 579.32%-566.6pp | 35.59%-22.8pp |
| Employer contribution / active EE | $1,555 | $3,351-53.6% | $4,217-63.1% | $2,755-43.6% |
| Participant deferral / active EE | $2,717 | $5,709-52.4% | $7,025-61.3% | $4,296-36.8% |
| Admin fee / account holder | $7,673 | $8,236-6.8% | $6,858+11.9% | $6,918+10.9% |