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 | $36,843 | $93,571-60.6% | $135,903-72.9% | $75,163-51.0% |
| Participation rate | 69.0% | 75.2%-6.2pp | 81.9%-12.9pp | 67.2%+1.8pp |
| Annual return | 15.33% | 30.90%-15.6pp | 68.23%-52.9pp | 160.62%-145.3pp |
| Employer contribution / active EE | $2,268 | $3,537-35.9% | $4,856-53.3% | $2,670-15.0% |
| Participant deferral / active EE | $3,140 | $6,404-51.0% | $7,758-59.5% | $4,125-23.9% |
| Admin fee / account holder | $12,018 | $6,975+72.3% | $10,762+11.7% | $5,651+112.7% |