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 | $42,737 | $45,073-5.2% | $69,455-38.5% | $72,985-41.4% |
| Participation rate | 35.8% | 68.5%-32.7pp | 74.6%-38.8pp | 69.5%-33.7pp |
| Annual return | 19.53% | 22.65%-3.1pp | 28.97%-9.4pp | 81.00%-61.5pp |
| Employer contribution / active EE | $0 | $2,054-100.0% | $2,779-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,660 | $2,602+40.7% | $3,535+3.5% | $3,607+1.5% |
| Admin fee / account holder | $926 | $3,056-69.7% | $3,839-75.9% | $5,124-81.9% |