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 | $43,777 | $71,057-38.4% | $93,654-53.3% | $80,874-45.9% |
| Participation rate | 49.3% | 60.4%-11.1pp | 68.7%-19.4pp | 67.6%-18.4pp |
| Annual return | 15.83% | 11.26%+4.6pp | 133.34%-117.5pp | 35.62%-19.8pp |
| Employer contribution / active EE | $1,292 | $1,564-17.4% | $2,421-46.6% | $2,756-53.1% |
| Participant deferral / active EE | $2,231 | $4,034-44.7% | $4,413-49.4% | $4,297-48.1% |
| Admin fee / account holder | $3,264 | $6,944-53.0% | $8,282-60.6% | $6,935-52.9% |