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 9-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 | $46,224 | $56,053-17.5% | $75,972-39.2% | $80,856-42.8% |
| Participation rate | 35.4% | 62.0%-26.6pp | 69.1%-33.6pp | 67.6%-32.2pp |
| Annual return | 16.02% | 20.53%-4.5pp | 359.55%-343.5pp | 35.59%-19.6pp |
| Employer contribution / active EE | $1,424 | $1,874-24.0% | $2,685-46.9% | $2,755-48.3% |
| Participant deferral / active EE | $2,319 | $3,052-24.0% | $4,255-45.5% | $4,296-46.0% |
| Admin fee / account holder | $352 | $5,234-93.3% | $6,467-94.5% | $6,918-94.9% |