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 8-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 | $30,575 | $52,353-41.6% | $120,225-74.6% | $82,448-62.9% |
| Participation rate | 36.7% | 58.3%-21.6pp | 69.6%-32.9pp | 68.1%-31.4pp |
| Annual return | 17.65% | 61.85%-44.2pp | 439.23%-421.6pp | 41.64%-24.0pp |
| Employer contribution / active EE | $1,275 | $1,510-15.6% | $3,475-63.3% | $2,551-50.0% |
| Participant deferral / active EE | $1,916 | $2,627-27.0% | $3,999-52.1% | $4,139-53.7% |
| Admin fee / account holder | $1,417 | $4,363-67.5% | $5,696-75.1% | $7,234-80.4% |