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 | $30,462 | $50,082-39.2% | $93,406-67.4% | $79,858-61.9% |
| Participation rate | 46.5% | 60.9%-14.4pp | 66.8%-20.3pp | 69.6%-23.1pp |
| Annual return | 20.24% | 24.59%-4.3pp | 78.05%-57.8pp | 31.71%-11.5pp |
| Employer contribution / active EE | $1,577 | $1,303+21.0% | $2,075-24.0% | $2,471-36.2% |
| Participant deferral / active EE | $2,319 | $2,212+4.8% | $3,126-25.8% | $3,740-38.0% |
| Admin fee / account holder | $2,140 | $3,454-38.0% | $5,230-59.1% | $5,306-59.7% |