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 | $61,286 | $83,369-26.5% | $105,223-41.8% | $67,986-9.9% |
| Participation rate | 45.7% | 56.3%-10.6pp | 75.0%-29.4pp | 57.2%-11.6pp |
| Annual return | 19.75% | 24.64%-4.9pp | 180.65%-160.9pp | 31.67%-11.9pp |
| Employer contribution / active EE | $1,685 | $2,541-33.7% | $3,689-54.3% | $2,019-16.5% |
| Participant deferral / active EE | $2,963 | $3,295-10.1% | $5,072-41.6% | $3,358-11.8% |
| Admin fee / account holder | $1,453 | $4,073-64.3% | $8,859-83.6% | $3,203-54.6% |