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 6-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 | $41,598 | $48,230-13.8% | $67,502-38.4% | $80,856-48.6% |
| Participation rate | 41.6% | 66.4%-24.8pp | 72.9%-31.3pp | 67.6%-26.1pp |
| Annual return | 12.24% | 18.28%-6.0pp | 3512.12%-3499.9pp | 35.59%-23.4pp |
| Employer contribution / active EE | $1,824 | $2,020-9.7% | $2,731-33.2% | $2,755-33.8% |
| Participant deferral / active EE | $3,370 | $2,924+15.3% | $4,000-15.7% | $4,296-21.6% |
| Admin fee / account holder | $6,008 | $3,681+63.2% | $3,998+50.3% | $6,918-13.2% |