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 | $36,420 | $81,446-55.3% | $103,374-64.8% | $80,874-55.0% |
| Participation rate | 51.6% | 66.9%-15.2pp | 74.5%-22.9pp | 67.6%-16.0pp |
| Annual return | 10.69% | 25.57%-14.9pp | 24.89%-14.2pp | 35.62%-24.9pp |
| Employer contribution / active EE | $1,047 | $3,107-66.3% | $3,869-72.9% | $2,756-62.0% |
| Participant deferral / active EE | $1,828 | $3,870-52.8% | $5,058-63.9% | $4,297-57.5% |
| Admin fee / account holder | $7,995 | $6,715+19.1% | $8,394-4.8% | $6,935+15.3% |