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 | $66,385 | $48,230+37.6% | $67,502-1.7% | $80,856-17.9% |
| Participation rate | 45.6% | 66.4%-20.8pp | 72.9%-27.3pp | 67.6%-22.1pp |
| Annual return | 13.85% | 18.28%-4.4pp | 3512.12%-3498.3pp | 35.59%-21.7pp |
| Employer contribution / active EE | $0 | $2,020-100.0% | $2,731-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $3,374 | $2,924+15.4% | $4,000-15.7% | $4,296-21.5% |
| Admin fee / account holder | $11,458 | $3,681+211.3% | $3,998+186.6% | $6,918+65.6% |