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 | $32,684 | $72,277-54.8% | $101,248-67.7% | $79,858-59.1% |
| Participation rate | 63.5% | 68.5%-4.9pp | 75.8%-12.3pp | 69.6%-6.1pp |
| Annual return | 36.02% | 22.30%+13.7pp | 46.47%-10.4pp | 31.71%+4.3pp |
| Employer contribution / active EE | $1,927 | $2,692-28.4% | $3,660-47.3% | $2,471-22.0% |
| Participant deferral / active EE | $3,401 | $3,282+3.6% | $4,370-22.2% | $3,740-9.1% |
| Admin fee / account holder | $2,205 | $4,400-49.9% | $5,945-62.9% | $5,306-58.5% |