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 | $52,052 | $73,397-29.1% | $178,014-70.8% | $74,546-30.2% |
| Participation rate | 45.6% | 66.6%-21.0pp | 77.1%-31.5pp | 67.2%-21.6pp |
| Annual return | 19.23% | 17.49%+1.7pp | 294.80%-275.6pp | 1366.03%-1346.8pp |
| Employer contribution / active EE | $1,367 | $2,217-38.3% | $3,950-65.4% | $2,624-47.9% |
| Participant deferral / active EE | $3,949 | $4,512-12.5% | $6,276-37.1% | $4,347-9.2% |
| Admin fee / account holder | $3,465 | $1,809+91.5% | $10,362-66.6% | $1,944+78.3% |