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 | $33,158 | $65,365-49.3% | $92,893-64.3% | $72,985-54.6% |
| Participation rate | 65.7% | 68.3%-2.6pp | 76.0%-10.3pp | 69.5%-3.8pp |
| Annual return | 25.40% | 42.10%-16.7pp | 109.41%-84.0pp | 81.00%-55.6pp |
| Employer contribution / active EE | $1,909 | $2,594-26.4% | $3,653-47.7% | $2,440-21.8% |
| Participant deferral / active EE | $2,781 | $3,128-11.1% | $4,236-34.3% | $3,607-22.9% |
| Admin fee / account holder | $1,980 | $4,251-53.4% | $5,794-65.8% | $5,124-61.4% |