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 | $33,067 | $58,512-43.5% | $84,015-60.6% | $72,985-54.7% |
| Participation rate | 61.2% | 61.2%0pp | 69.0%-7.8pp | 69.5%-8.3pp |
| Annual return | 19.54% | 28.93%-9.4pp | 71.31%-51.8pp | 81.00%-61.5pp |
| Employer contribution / active EE | $1,496 | $1,163+28.6% | $1,983-24.6% | $2,440-38.7% |
| Participant deferral / active EE | $2,006 | $2,394-16.2% | $3,239-38.1% | $3,607-44.4% |
| Admin fee / account holder | $2,231 | $4,569-51.2% | $6,101-63.4% | $5,124-56.5% |