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 | $56,000 | $72,277-22.5% | $101,248-44.7% | $79,858-29.9% |
| Participation rate | 44.6% | 68.5%-23.8pp | 75.8%-31.2pp | 69.6%-25.0pp |
| Annual return | 17.75% | 22.30%-4.5pp | 46.47%-28.7pp | 31.71%-14.0pp |
| Employer contribution / active EE | $2,044 | $2,692-24.1% | $3,660-44.1% | $2,471-17.3% |
| Participant deferral / active EE | $3,596 | $3,282+9.6% | $4,370-17.7% | $3,740-3.8% |
| Admin fee / account holder | $2,304 | $4,400-47.6% | $5,945-61.2% | $5,306-56.6% |