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 | $69,629 | $78,422-11.2% | $95,952-27.4% | $79,858-12.8% |
| Participation rate | 52.4% | 73.5%-21.1pp | 77.1%-24.7pp | 69.6%-17.3pp |
| Annual return | 11.28% | 19.37%-8.1pp | 91.61%-80.3pp | 31.71%-20.4pp |
| Employer contribution / active EE | $1,179 | $1,945-39.4% | $2,541-53.6% | $2,471-52.3% |
| Participant deferral / active EE | $2,151 | $3,440-37.5% | $4,167-48.4% | $3,740-42.5% |
| Admin fee / account holder | $15,642 | $5,622+178.2% | $6,795+130.2% | $5,306+194.8% |