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 | $46,140 | $57,057-19.1% | $85,009-45.7% | $80,874-42.9% |
| Participation rate | 68.0% | 56.4%+11.6pp | 67.5%+0.5pp | 67.6%+0.4pp |
| Annual return | 15.36% | 21.66%-6.3pp | 66.47%-51.1pp | 35.62%-20.3pp |
| Employer contribution / active EE | $1,020 | $1,799-43.3% | $2,728-62.6% | $2,756-63.0% |
| Participant deferral / active EE | $5,140 | $3,112+65.2% | $4,522+13.7% | $4,297+19.6% |
| Admin fee / account holder | $15,932 | $4,986+219.5% | $6,153+159.0% | $6,935+129.7% |