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 | $38,363 | $70,669-45.7% | $169,368-77.3% | $75,163-49.0% |
| Participation rate | 44.0% | 64.8%-20.8pp | 77.1%-33.1pp | 67.2%-23.2pp |
| Annual return | 16.96% | 36.36%-19.4pp | 405.60%-388.6pp | 160.62%-143.7pp |
| Employer contribution / active EE | $2,386 | $2,211+7.9% | $4,013-40.5% | $2,670-10.6% |
| Participant deferral / active EE | $5,103 | $4,311+18.4% | $6,221-18.0% | $4,125+23.7% |
| Admin fee / account holder | $16,675 | $5,402+208.7% | $9,003+85.2% | $5,651+195.1% |