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 8-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 | $83,619 | $89,753-6.8% | $107,525-22.2% | $84,808-1.4% |
| Participation rate | 48.1% | 68.1%-19.9pp | 75.1%-26.9pp | 68.3%-20.2pp |
| Annual return | 20.20% | 29.48%-9.3pp | 181.32%-161.1pp | 40.90%-20.7pp |
| Employer contribution / active EE | $1,499 | $3,113-51.9% | $3,754-60.1% | $2,631-43.0% |
| Participant deferral / active EE | $4,509 | $4,056+11.2% | $5,116-11.9% | $4,212+7.1% |
| Admin fee / account holder | $1,263 | $7,222-82.5% | $8,919-85.8% | $7,344-82.8% |