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 | $38,568 | $95,416-59.6% | $185,823-79.2% | $85,850-55.1% |
| Participation rate | 59.5% | 68.8%-9.3pp | 81.7%-22.2pp | 69.3%-9.9pp |
| Annual return | 12.78% | 23.59%-10.8pp | 122.05%-109.3pp | 318.53%-305.7pp |
| Employer contribution / active EE | $1,169 | $3,314-64.7% | $5,167-77.4% | $2,565-54.4% |
| Participant deferral / active EE | $2,405 | $3,423-29.7% | $5,568-56.8% | $3,952-39.1% |
| Admin fee / account holder | $14,378 | $7,213+99.3% | $16,237-11.4% | $6,260+129.7% |