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 | $30,071 | $51,638-41.8% | $68,368-56.0% | $82,448-63.5% |
| Participation rate | 55.2% | 63.6%-8.4pp | 73.8%-18.6pp | 68.1%-12.9pp |
| Annual return | 16.28% | 37.53%-21.3pp | 292.57%-276.3pp | 41.64%-25.4pp |
| Employer contribution / active EE | $1,399 | $2,047-31.6% | $2,649-47.2% | $2,551-45.2% |
| Participant deferral / active EE | $2,705 | $2,914-7.2% | $4,123-34.4% | $4,139-34.7% |
| Admin fee / account holder | $6,693 | $4,643+44.1% | $5,150+30.0% | $7,234-7.5% |