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 6-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 | $57,247 | $77,503-26.1% | $100,391-43.0% | $80,856-29.2% |
| Participation rate | 67.6% | 76.9%-9.4pp | 81.5%-13.9pp | 67.6%-0.1pp |
| Annual return | 14.11% | 37.20%-23.1pp | 49.20%-35.1pp | 35.59%-21.5pp |
| Employer contribution / active EE | $3,754 | $2,801+34.0% | $3,942-4.8% | $2,755+36.3% |
| Participant deferral / active EE | $7,513 | $6,820+10.2% | $8,082-7.0% | $4,296+74.9% |
| Admin fee / account holder | $25,802 | $5,897+337.5% | $7,899+226.6% | $6,918+273.0% |