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 | $35,093 | $57,281-38.7% | $86,612-59.5% | $75,163-53.3% |
| Participation rate | 3.2% | 63.2%-60.0pp | 71.7%-68.5pp | 67.2%-64.0pp |
| Annual return | 14.69% | 2670.75%-2656.1pp | 591.07%-576.4pp | 160.62%-145.9pp |
| Employer contribution / active EE | $1,423 | $2,314-38.5% | $3,022-52.9% | $2,670-46.7% |
| Participant deferral / active EE | $3,599 | $3,318+8.5% | $4,438-18.9% | $4,125-12.8% |
| Admin fee / account holder | $25,161 | $4,112+511.9% | $5,614+348.2% | $5,651+345.3% |