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 | $46,996 | $48,277-2.7% | $67,511-30.4% | $80,874-41.9% |
| Participation rate | 56.9% | 66.4%-9.5pp | 72.9%-16.0pp | 67.6%-10.8pp |
| Annual return | 17.52% | 18.27%-0.7pp | 3517.41%-3499.9pp | 35.62%-18.1pp |
| Employer contribution / active EE | $2,066 | $2,021+2.2% | $2,733-24.4% | $2,756-25.0% |
| Participant deferral / active EE | $4,636 | $2,926+58.4% | $4,000+15.9% | $4,297+7.9% |
| Admin fee / account holder | $11,322 | $3,687+207.1% | $3,999+183.1% | $6,935+63.2% |