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 | $20,620 | $48,795-57.7% | $65,493-68.5% | $84,808-75.7% |
| Participation rate | 62.5% | 67.0%-4.5pp | 73.1%-10.6pp | 68.3%-5.8pp |
| Annual return | 19.07% | 20.20%-1.1pp | 982.45%-963.4pp | 40.90%-21.8pp |
| Employer contribution / active EE | $1,571 | $1,930-18.6% | $2,574-39.0% | $2,631-40.3% |
| Participant deferral / active EE | $3,020 | $2,928+3.1% | $3,961-23.8% | $4,212-28.3% |
| Admin fee / account holder | $1,854 | $3,877-52.2% | $5,028-63.1% | $7,344-74.8% |