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 | $16,762 | $58,627-71.4% | $76,735-78.2% | $82,448-79.7% |
| Participation rate | 34.4% | 63.2%-28.8pp | 69.5%-35.1pp | 68.1%-33.7pp |
| Annual return | 13.99% | 39.10%-25.1pp | 29.77%-15.8pp | 41.64%-27.7pp |
| Employer contribution / active EE | $1,186 | $1,729-31.4% | $2,454-51.7% | $2,551-53.5% |
| Participant deferral / active EE | $2,608 | $3,134-16.8% | $4,088-36.2% | $4,139-37.0% |
| Admin fee / account holder | $10,899 | $5,323+104.8% | $7,189+51.6% | $7,234+50.7% |