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 | $44,757 | $101,724-56.0% | $164,813-72.8% | $80,856-44.6% |
| Participation rate | 50.0% | 71.8%-21.8pp | 78.6%-28.6pp | 67.6%-17.6pp |
| Annual return | 22.81% | 16.72%+6.1pp | 69.93%-47.1pp | 35.59%-12.8pp |
| Employer contribution / active EE | $1,781 | $2,953-39.7% | $4,341-59.0% | $2,755-35.3% |
| Participant deferral / active EE | $2,703 | $4,477-39.6% | $6,031-55.2% | $4,296-37.1% |
| Admin fee / account holder | $1,426 | $8,227-82.7% | $12,690-88.8% | $6,918-79.4% |