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 | $53,097 | $81,208-34.6% | $98,907-46.3% | $79,858-33.5% |
| Participation rate | 64.6% | 72.5%-7.9pp | 76.0%-11.4pp | 69.6%-5.0pp |
| Annual return | 18.49% | 60.99%-42.5pp | 196.43%-177.9pp | 31.71%-13.2pp |
| Employer contribution / active EE | $1,036 | $1,960-47.1% | $2,689-61.5% | $2,471-58.1% |
| Participant deferral / active EE | $3,769 | $3,265+15.4% | $4,244-11.2% | $3,740+0.8% |
| Admin fee / account holder | $5,513 | $6,013-8.3% | $6,642-17.0% | $5,306+3.9% |