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 | $38,347 | $59,097-35.1% | $82,389-53.5% | $74,304-48.4% |
| Participation rate | 47.0% | 52.8%-5.8pp | 69.5%-22.6pp | 60.3%-13.4pp |
| Annual return | 16.66% | 22.85%-6.2pp | 28.67%-12.0pp | 29.43%-12.8pp |
| Employer contribution / active EE | $1,320 | $1,601-17.5% | $2,517-47.5% | $2,241-41.1% |
| Participant deferral / active EE | $2,061 | $2,775-25.7% | $4,155-50.4% | $3,767-45.3% |
| Admin fee / account holder | $3,297 | $4,489-26.6% | $7,231-54.4% | $2,969+11.1% |