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 | $54,176 | $51,638+4.9% | $68,368-20.8% | $82,448-34.3% |
| Participation rate | 60.9% | 63.6%-2.7pp | 73.8%-12.9pp | 68.1%-7.2pp |
| Annual return | 15.77% | 37.53%-21.8pp | 292.57%-276.8pp | 41.64%-25.9pp |
| Employer contribution / active EE | $327 | $2,047-84.0% | $2,649-87.7% | $2,551-87.2% |
| Participant deferral / active EE | $1,954 | $2,914-32.9% | $4,123-52.6% | $4,139-52.8% |
| Admin fee / account holder | $4,061 | $4,643-12.5% | $5,150-21.1% | $7,234-43.9% |