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 | $57,600 | $49,227+17.0% | $70,449-18.2% | $79,858-27.9% |
| Participation rate | 68.9% | 69.2%-0.3pp | 75.1%-6.2pp | 69.6%-0.7pp |
| Annual return | 15.02% | 30.06%-15.0pp | 109.03%-94.0pp | 31.71%-16.7pp |
| Employer contribution / active EE | $536 | $2,099-74.5% | $2,737-80.4% | $2,471-78.3% |
| Participant deferral / active EE | $3,792 | $2,768+37.0% | $3,709+2.3% | $3,740+1.4% |
| Admin fee / account holder | $4,155 | $2,878+44.4% | $3,845+8.1% | $5,306-21.7% |