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 | $46,583 | $88,672-47.5% | $105,223-55.7% | $82,448-43.5% |
| Participation rate | 64.0% | 67.9%-3.9pp | 75.0%-11.0pp | 68.1%-4.1pp |
| Annual return | 18.34% | 30.86%-12.5pp | 180.65%-162.3pp | 41.64%-23.3pp |
| Employer contribution / active EE | $1,653 | $3,048-45.8% | $3,689-55.2% | $2,551-35.2% |
| Participant deferral / active EE | $4,933 | $4,036+22.2% | $5,072-2.7% | $4,139+19.2% |
| Admin fee / account holder | $2,291 | $7,146-67.9% | $8,859-74.1% | $7,234-68.3% |