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 | $30,275 | $51,045-40.7% | $70,515-57.1% | $71,457-57.6% |
| Participation rate | 46.0% | 59.4%-13.4pp | 68.3%-22.3pp | 67.9%-21.9pp |
| Annual return | 17.14% | 42.63%-25.5pp | 32.77%-15.6pp | 28.85%-11.7pp |
| Employer contribution / active EE | $1,362 | $1,790-23.9% | $2,973-54.2% | $2,588-47.4% |
| Participant deferral / active EE | $2,080 | $3,026-31.3% | $4,567-54.5% | $4,289-51.5% |
| Admin fee / account holder | $2,220 | $1,994+11.4% | $6,412-65.4% | $1,587+39.9% |