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 | $41,893 | $47,479-11.8% | $62,929-33.4% | $82,448-49.2% |
| Participation rate | 61.2% | 66.9%-5.6pp | 73.1%-11.9pp | 68.1%-6.8pp |
| Annual return | 13.39% | 20.34%-7.0pp | 1063.93%-1050.5pp | 41.64%-28.3pp |
| Employer contribution / active EE | $3,169 | $1,885+68.1% | $2,505+26.5% | $2,551+24.2% |
| Participant deferral / active EE | $1,169 | $2,870-59.3% | $3,888-69.9% | $4,139-71.8% |
| Admin fee / account holder | $2,224 | $3,804-41.5% | $5,065-56.1% | $7,234-69.3% |