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 5-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 | $14,254 | $56,114-74.6% | $96,139-85.2% | $85,850-83.4% |
| Participation rate | 38.5% | 56.7%-18.3pp | 68.4%-30.0pp | 69.3%-30.9pp |
| Annual return | 18.33% | 42.30%-24.0pp | 191.94%-173.6pp | 318.53%-300.2pp |
| Employer contribution / active EE | $1,243 | $1,620-23.3% | $2,797-55.6% | $2,565-51.5% |
| Participant deferral / active EE | $3,586 | $2,859+25.4% | $4,349-17.5% | $3,952-9.3% |
| Admin fee / account holder | $486 | $3,768-87.1% | $5,537-91.2% | $6,260-92.2% |