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 | $34,880 | $81,460-57.2% | $103,333-66.2% | $80,856-56.9% |
| Participation rate | 60.4% | 66.8%-6.4pp | 74.5%-14.1pp | 67.6%-7.2pp |
| Annual return | 31.11% | 25.55%+5.6pp | 24.88%+6.2pp | 35.59%-4.5pp |
| Employer contribution / active EE | $1,474 | $3,105-52.5% | $3,868-61.9% | $2,755-46.5% |
| Participant deferral / active EE | $4,090 | $3,869+5.7% | $5,057-19.1% | $4,296-4.8% |
| Admin fee / account holder | $1,923 | $6,566-70.7% | $8,355-77.0% | $6,918-72.2% |