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 | $23,785 | $54,705-56.5% | $71,209-66.6% | $84,808-72.0% |
| Participation rate | 63.2% | 64.1%-0.8pp | 73.8%-10.5pp | 68.3%-5.1pp |
| Annual return | 16.81% | 35.90%-19.1pp | 282.51%-265.7pp | 40.90%-24.1pp |
| Employer contribution / active EE | $1,708 | $2,158-20.8% | $2,721-37.2% | $2,631-35.1% |
| Participant deferral / active EE | $3,816 | $3,030+25.9% | $4,175-8.6% | $4,212-9.4% |
| Admin fee / account holder | $2,820 | $4,863-42.0% | $5,349-47.3% | $7,344-61.6% |