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 | $60,892-72.5% | $82,389-79.7% | $84,808-80.2% |
| Participation rate | 34.4% | 63.3%-28.9pp | 69.5%-35.2pp | 68.3%-33.9pp |
| Annual return | 13.99% | 37.29%-23.3pp | 28.67%-14.7pp | 40.90%-26.9pp |
| Employer contribution / active EE | $1,186 | $1,779-33.3% | $2,517-52.9% | $2,631-54.9% |
| Participant deferral / active EE | $2,608 | $3,179-17.9% | $4,155-37.2% | $4,212-38.1% |
| Admin fee / account holder | $10,899 | $5,467+99.3% | $7,231+50.7% | $7,344+48.4% |