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 | $16,006 | $48,230-66.8% | $67,502-76.3% | $80,856-80.2% |
| Participation rate | 56.9% | 66.4%-9.5pp | 72.9%-16.0pp | 67.6%-10.7pp |
| Annual return | 13.23% | 18.28%-5.0pp | 3512.12%-3498.9pp | 35.59%-22.4pp |
| Employer contribution / active EE | $1,708 | $2,020-15.4% | $2,731-37.5% | $2,755-38.0% |
| Participant deferral / active EE | $3,780 | $2,924+29.3% | $4,000-5.5% | $4,296-12.0% |
| Admin fee / account holder | $3,006 | $3,681-18.3% | $3,998-24.8% | $6,918-56.5% |