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 | $43,450 | $67,823-35.9% | $52,425-17.1% | $137,256-68.3% |
| Participation rate | 26.3% | 63.9%-37.6pp | 55.6%-29.3pp | 80.0%-53.6pp |
| Annual return | 18.77% | 219.11%-200.3pp | 302.12%-283.4pp | 220.34%-201.6pp |
| Employer contribution / active EE | $479 | $1,163-58.8% | $914-47.6% | $4,156-88.5% |
| Participant deferral / active EE | $1,125 | $2,288-50.8% | $1,790-37.2% | $6,407-82.4% |
| Admin fee / account holder | $1,714 | $2,844-39.7% | $2,495-31.3% | $12,270-86.0% |