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 | $39,909 | $86,929-54.1% | $102,423-61.0% | $80,856-50.6% |
| Participation rate | 55.8% | 72.4%-16.6pp | 76.5%-20.7pp | 67.6%-11.8pp |
| Annual return | 11.89% | 18.88%-7.0pp | 29.32%-17.4pp | 35.59%-23.7pp |
| Employer contribution / active EE | $2,020 | $2,369-14.8% | $3,023-33.2% | $2,755-26.7% |
| Participant deferral / active EE | $2,697 | $4,118-34.5% | $5,053-46.6% | $4,296-37.2% |
| Admin fee / account holder | $5,111 | $8,049-36.5% | $9,451-45.9% | $6,918-26.1% |