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 | $71,552 | $105,181-32.0% | $159,436-55.1% | $85,850-16.7% |
| Participation rate | 40.7% | 75.8%-35.0pp | 82.8%-42.1pp | 69.3%-28.6pp |
| Annual return | 17.99% | 45.07%-27.1pp | 263.57%-245.6pp | 318.53%-300.5pp |
| Employer contribution / active EE | $1,591 | $3,318-52.1% | $4,829-67.1% | $2,565-38.0% |
| Participant deferral / active EE | $4,936 | $5,945-17.0% | $7,352-32.9% | $3,952+24.9% |
| Admin fee / account holder | $2,145 | $6,933-69.1% | $10,799-80.1% | $6,260-65.7% |