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 | $81,859 | $73,933+10.7% | $96,683-15.3% | $75,163+8.9% |
| Participation rate | 27.0% | 66.4%-39.4pp | 74.3%-47.3pp | 67.2%-40.2pp |
| Annual return | 16.21% | 26.70%-10.5pp | 35.69%-19.5pp | 160.62%-144.4pp |
| Employer contribution / active EE | $1,089 | $2,928-62.8% | $3,737-70.9% | $2,670-59.2% |
| Participant deferral / active EE | $2,527 | $3,659-30.9% | $4,878-48.2% | $4,125-38.8% |
| Admin fee / account holder | $22,910 | $5,216+339.2% | $6,730+240.4% | $5,651+305.4% |