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 | $35,382 | $51,175-30.9% | $70,515-49.8% | $75,163-52.9% |
| Participation rate | 60.9% | 60.9%0pp | 68.3%-7.4pp | 67.2%-6.3pp |
| Annual return | 20.85% | 30.02%-9.2pp | 32.77%-11.9pp | 160.62%-139.8pp |
| Employer contribution / active EE | $2,566 | $1,826+40.5% | $2,973-13.7% | $2,670-3.9% |
| Participant deferral / active EE | $4,694 | $2,849+64.7% | $4,567+2.8% | $4,125+13.8% |
| Admin fee / account holder | $4,175 | $4,091+2.1% | $6,412-34.9% | $5,651-26.1% |