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 | $54,448 | $171,164-68.2% | $127,761-57.4% | $152,861-64.4% |
| Participation rate | 63.6% | 83.4%-19.8pp | 79.0%-15.4pp | 82.4%-18.8pp |
| Annual return | 12.48% | 23.54%-11.1pp | 26.14%-13.7pp | 345.32%-332.8pp |
| Employer contribution / active EE | $1,570 | $5,447-71.2% | $4,574-65.7% | $4,762-67.0% |
| Participant deferral / active EE | $4,866 | $7,038-30.9% | $6,021-19.2% | $5,850-16.8% |
| Admin fee / account holder | $8,625 | $14,530-40.6% | $9,395-8.2% | $11,596-25.6% |