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 | $44,655 | $65,365-31.7% | $92,893-51.9% | $72,985-38.8% |
| Participation rate | 49.2% | 68.3%-19.2pp | 76.0%-26.9pp | 69.5%-20.3pp |
| Annual return | 22.72% | 42.10%-19.4pp | 109.41%-86.7pp | 81.00%-58.3pp |
| Employer contribution / active EE | $2,122 | $2,594-18.2% | $3,653-41.9% | $2,440-13.0% |
| Participant deferral / active EE | $3,656 | $3,128+16.9% | $4,236-13.7% | $3,607+1.3% |
| Admin fee / account holder | $6,518 | $4,251+53.3% | $5,794+12.5% | $5,124+27.2% |