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 | $35,846 | $80,724-55.6% | $103,333-65.3% | $74,495-51.9% |
| Participation rate | 42.2% | 65.7%-23.5pp | 74.5%-32.3pp | 67.2%-25.0pp |
| Annual return | 17.22% | 27.56%-10.3pp | 24.88%-7.7pp | 1364.94%-1347.7pp |
| Employer contribution / active EE | $1,527 | $3,157-51.6% | $3,868-60.5% | $2,623-41.8% |
| Participant deferral / active EE | $2,739 | $3,860-29.1% | $5,057-45.9% | $4,346-37.0% |
| Admin fee / account holder | $3,233 | $2,368+36.5% | $8,355-61.3% | $1,942+66.5% |