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 | $36,639 | $48,795-24.9% | $65,493-44.1% | $84,808-56.8% |
| Participation rate | 55.1% | 67.0%-11.9pp | 73.1%-18.0pp | 68.3%-13.2pp |
| Annual return | 12.91% | 20.20%-7.3pp | 982.45%-969.5pp | 40.90%-28.0pp |
| Employer contribution / active EE | $1,414 | $1,930-26.7% | $2,574-45.1% | $2,631-46.2% |
| Participant deferral / active EE | $3,740 | $2,928+27.7% | $3,961-5.6% | $4,212-11.2% |
| Admin fee / account holder | $13,989 | $3,877+260.8% | $5,028+178.2% | $7,344+90.5% |