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 | $57,347 | $67,606-15.2% | $82,313-30.3% | $70,131-18.2% |
| Participation rate | 47.7% | 72.8%-25.1pp | 76.9%-29.2pp | 69.5%-21.8pp |
| Annual return | 81.88% | 21.57%+60.3pp | 25.88%+56.0pp | 73.14%+8.7pp |
| Employer contribution / active EE | $874 | $1,755-50.2% | $2,428-64.0% | $2,342-62.7% |
| Participant deferral / active EE | $1,663 | $2,987-44.3% | $3,706-55.1% | $3,332-50.1% |
| Admin fee / account holder | $14,498 | $4,512+221.3% | $5,608+158.5% | $4,645+212.1% |