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 | $63,451 | $91,552-30.7% | $133,956-52.6% | $79,858-20.5% |
| Participation rate | 56.8% | 73.3%-16.6pp | 79.8%-23.1pp | 69.6%-12.9pp |
| Annual return | 70.41% | 61.85%+8.6pp | 45.09%+25.3pp | 31.71%+38.7pp |
| Employer contribution / active EE | $1,639 | $2,384-31.3% | $3,919-58.2% | $2,471-33.7% |
| Participant deferral / active EE | $2,836 | $3,733-24.0% | $5,048-43.8% | $3,740-24.2% |
| Admin fee / account holder | $11,281 | $6,321+78.5% | $8,927+26.4% | $5,306+112.6% |