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 | $61,916 | $89,753-31.0% | $107,525-42.4% | $84,808-27.0% |
| Participation rate | 58.3% | 68.1%-9.7pp | 75.1%-16.7pp | 68.3%-10.0pp |
| Annual return | 19.90% | 29.48%-9.6pp | 181.32%-161.4pp | 40.90%-21.0pp |
| Employer contribution / active EE | $1,343 | $3,113-56.9% | $3,754-64.2% | $2,631-48.9% |
| Participant deferral / active EE | $4,012 | $4,056-1.1% | $5,116-21.6% | $4,212-4.7% |
| Admin fee / account holder | $3,287 | $7,222-54.5% | $8,919-63.1% | $7,344-55.2% |