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 | $69,241 | $124,425-44.4% | $112,040-38.2% | $137,256-49.6% |
| Participation rate | 47.4% | 79.3%-31.9pp | 76.5%-29.1pp | 80.0%-32.6pp |
| Annual return | 18.57% | 24.72%-6.2pp | 24.52%-6.0pp | 220.34%-201.8pp |
| Employer contribution / active EE | $833 | $3,411-75.6% | $2,954-71.8% | $4,156-80.0% |
| Participant deferral / active EE | $3,193 | $5,718-44.2% | $5,098-37.4% | $6,407-50.2% |
| Admin fee / account holder | $19,063 | $15,207+25.4% | $12,098+57.6% | $12,270+55.4% |