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 | $63,317 | $59,101+7.1% | $77,163-17.9% | $75,163-15.8% |
| Participation rate | 63.1% | 63.9%-0.8pp | 69.6%-6.5pp | 67.2%-4.1pp |
| Annual return | 14.12% | 26.71%-12.6pp | 37.87%-23.7pp | 160.62%-146.5pp |
| Employer contribution / active EE | $641 | $1,995-67.9% | $2,535-74.7% | $2,670-76.0% |
| Participant deferral / active EE | $1,658 | $2,999-44.7% | $3,833-56.8% | $4,125-59.8% |
| Admin fee / account holder | $7,577 | $4,774+58.7% | $5,472+38.5% | $5,651+34.1% |