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 | $41,056 | $72,277-43.2% | $101,248-59.4% | $79,858-48.6% |
| Participation rate | 33.3% | 68.5%-35.1pp | 75.8%-42.5pp | 69.6%-36.3pp |
| Annual return | 23.10% | 22.30%+0.8pp | 46.47%-23.4pp | 31.71%-8.6pp |
| Employer contribution / active EE | $975 | $2,692-63.8% | $3,660-73.4% | $2,471-60.5% |
| Participant deferral / active EE | $2,954 | $3,282-10.0% | $4,370-32.4% | $3,740-21.0% |
| Admin fee / account holder | $656 | $4,400-85.1% | $5,945-89.0% | $5,306-87.6% |