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 | $71,681 | $65,557+9.3% | $64,056+11.9% | $71,457+0.3% |
| Participation rate | 47.6% | 73.2%-25.5pp | 72.3%-24.7pp | 67.9%-20.3pp |
| Annual return | 18.44% | 18.94%-0.5pp | 33.69%-15.3pp | 28.85%-10.4pp |
| Employer contribution / active EE | $1,794 | $2,669-32.8% | $2,747-34.7% | $2,588-30.7% |
| Participant deferral / active EE | $1,505 | $3,626-58.5% | $3,880-61.2% | $4,289-64.9% |
| Admin fee / account holder | $3,106 | $616+404.3% | $3,068+1.2% | $1,587+95.7% |