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 | $26,680 | $29,319-9.0% | $52,425-49.1% | $82,448-67.6% |
| Participation rate | 55.0% | 46.9%+8.1pp | 55.6%-0.6pp | 68.1%-13.1pp |
| Annual return | 16.53% | 535.20%-518.7pp | 302.12%-285.6pp | 41.64%-25.1pp |
| Employer contribution / active EE | $1,225 | $586+108.9% | $914+34.0% | $2,551-52.0% |
| Participant deferral / active EE | $2,449 | $1,171+109.1% | $1,790+36.8% | $4,139-40.8% |
| Admin fee / account holder | $2,089 | $1,962+6.5% | $2,495-16.3% | $7,234-71.1% |