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 8-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 | $33,194 | $64,324-48.4% | $118,925-72.1% | $79,858-58.4% |
| Participation rate | 59.0% | 64.9%-5.8pp | 75.4%-16.4pp | 69.6%-10.6pp |
| Annual return | 28.07% | 86.45%-58.4pp | 35.88%-7.8pp | 31.71%-3.6pp |
| Employer contribution / active EE | $2,369 | $1,836+29.0% | $3,263-27.4% | $2,471-4.1% |
| Participant deferral / active EE | $3,446 | $2,824+22.0% | $4,265-19.2% | $3,740-7.9% |
| Admin fee / account holder | $2,087 | $4,040-48.3% | $6,581-68.3% | $5,306-60.7% |