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 8-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 | $44,072 | $51,638-14.7% | $68,368-35.5% | $82,448-46.5% |
| Participation rate | 39.3% | 63.6%-24.3pp | 73.8%-34.5pp | 68.1%-28.8pp |
| Annual return | 20.42% | 37.53%-17.1pp | 292.57%-272.2pp | 41.64%-21.2pp |
| Employer contribution / active EE | $1,237 | $2,047-39.6% | $2,649-53.3% | $2,551-51.5% |
| Participant deferral / active EE | $1,237 | $2,914-57.6% | $4,123-70.0% | $4,139-70.1% |
| Admin fee / account holder | $3,179 | $4,643-31.5% | $5,150-38.3% | $7,234-56.1% |