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 | $52,231 | $46,553+12.2% | $64,056-18.5% | $75,163-30.5% |
| Participation rate | 30.8% | 65.9%-35.2pp | 72.3%-41.5pp | 67.2%-36.4pp |
| Annual return | 15.25% | 26.03%-10.8pp | 33.69%-18.4pp | 160.62%-145.4pp |
| Employer contribution / active EE | $553 | $1,974-72.0% | $2,747-79.9% | $2,670-79.3% |
| Participant deferral / active EE | $2,122 | $2,837-25.2% | $3,880-45.3% | $4,125-48.6% |
| Admin fee / account holder | $2,526 | $2,952-14.4% | $3,068-17.7% | $5,651-55.3% |