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 | $22,285 | $40,256-44.6% | $57,343-61.1% | $59,632-62.6% |
| Participation rate | 18.9% | 69.2%-50.3pp | 75.1%-56.2pp | 68.7%-49.8pp |
| Annual return | 20.42% | 27.49%-7.1pp | 24.39%-4.0pp | 2041.28%-2020.9pp |
| Employer contribution / active EE | $0 | $1,922-100.0% | $2,689-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $963 | $2,399-59.8% | $3,162-69.5% | $3,192-69.8% |
| Admin fee / account holder | $3,739 | $2,818+32.7% | $3,356+11.4% | $4,297-13.0% |