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 | $34,355 | $58,234-41.0% | $81,783-58.0% | $80,874-57.5% |
| Participation rate | 48.8% | 63.4%-14.7pp | 72.4%-23.6pp | 67.6%-18.9pp |
| Annual return | 17.91% | 41.70%-23.8pp | 775.05%-757.1pp | 35.62%-17.7pp |
| Employer contribution / active EE | $2,844 | $2,341+21.5% | $2,913-2.3% | $2,756+3.2% |
| Participant deferral / active EE | $4,353 | $3,283+32.6% | $4,320+0.8% | $4,297+1.3% |
| Admin fee / account holder | $8,481 | $4,982+70.2% | $7,380+14.9% | $6,935+22.3% |