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 | $36,403 | $49,227-26.1% | $70,449-48.3% | $79,858-54.4% |
| Participation rate | 33.3% | 69.2%-35.8pp | 75.1%-41.7pp | 69.6%-36.3pp |
| Annual return | 13.85% | 30.06%-16.2pp | 109.03%-95.2pp | 31.71%-17.9pp |
| Employer contribution / active EE | $1,672 | $2,099-20.3% | $2,737-38.9% | $2,471-32.3% |
| Participant deferral / active EE | $2,780 | $2,768+0.5% | $3,709-25.0% | $3,740-25.7% |
| Admin fee / account holder | $346 | $2,878-88.0% | $3,845-91.0% | $5,306-93.5% |