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 8-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 | $56,981 | $51,576+10.5% | $129,207-55.9% | $80,856-29.5% |
| Participation rate | 46.2% | 57.0%-10.8pp | 69.6%-23.5pp | 67.6%-21.5pp |
| Annual return | 11.88% | 20.81%-8.9pp | 9417.33%-9405.4pp | 35.59%-23.7pp |
| Employer contribution / active EE | $1,502 | $1,584-5.1% | $4,153-63.8% | $2,755-45.5% |
| Participant deferral / active EE | $3,522 | $2,669+32.0% | $4,168-15.5% | $4,296-18.0% |
| Admin fee / account holder | $2,493 | $4,305-42.1% | $7,715-67.7% | $6,918-64.0% |