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 | $61,777 | $58,828+5.0% | $77,999-20.8% | $62,891-1.8% |
| Participation rate | 53.7% | 71.1%-17.4pp | 75.5%-21.8pp | 69.3%-15.6pp |
| Annual return | 7.64% | 17.16%-9.5pp | 425.96%-418.3pp | 20.14%-12.5pp |
| Employer contribution / active EE | $961 | $1,672-42.5% | $2,470-61.1% | $2,281-57.9% |
| Participant deferral / active EE | $2,468 | $2,686-8.1% | $3,497-29.4% | $3,203-22.9% |
| Admin fee / account holder | $1,802 | $4,393-59.0% | $5,480-67.1% | $4,296-58.0% |