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 | $13,164 | $48,795-73.0% | $65,493-79.9% | $84,808-84.5% |
| Participation rate | 35.5% | 67.0%-31.5pp | 73.1%-37.6pp | 68.3%-32.8pp |
| Annual return | 49.72% | 20.20%+29.5pp | 982.45%-932.7pp | 40.90%+8.8pp |
| Employer contribution / active EE | $1,133 | $1,930-41.3% | $2,574-56.0% | $2,631-56.9% |
| Participant deferral / active EE | $2,067 | $2,928-29.4% | $3,961-47.8% | $4,212-50.9% |
| Admin fee / account holder | $421 | $3,877-89.1% | $5,028-91.6% | $7,344-94.3% |