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 | $17,043 | $56,053-69.6% | $75,972-77.6% | $80,856-78.9% |
| Participation rate | 45.8% | 62.0%-16.2pp | 69.1%-23.2pp | 67.6%-21.8pp |
| Annual return | 11.78% | 20.53%-8.8pp | 359.55%-347.8pp | 35.59%-23.8pp |
| Employer contribution / active EE | $3,147 | $1,874+67.9% | $2,685+17.2% | $2,755+14.2% |
| Participant deferral / active EE | $1,933 | $3,052-36.6% | $4,255-54.6% | $4,296-55.0% |
| Admin fee / account holder | $2,666 | $5,234-49.1% | $6,467-58.8% | $6,918-61.5% |