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 | $57,586 | $46,553+23.7% | $64,056-10.1% | $75,163-23.4% |
| Participation rate | 48.1% | 65.9%-17.8pp | 72.3%-24.2pp | 67.2%-19.1pp |
| Annual return | 16.14% | 26.03%-9.9pp | 33.69%-17.5pp | 160.62%-144.5pp |
| Employer contribution / active EE | $0 | $1,974-100.0% | $2,747-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $3,633 | $2,837+28.1% | $3,880-6.4% | $4,125-11.9% |
| Admin fee / account holder | $1,573 | $2,952-46.7% | $3,068-48.7% | $5,651-72.2% |