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 | $35,869 | $86,929-58.7% | $102,423-65.0% | $80,856-55.6% |
| Participation rate | 53.5% | 72.4%-18.9pp | 76.5%-23.0pp | 67.6%-14.1pp |
| Annual return | 29.79% | 18.88%+10.9pp | 29.32%+0.5pp | 35.59%-5.8pp |
| Employer contribution / active EE | $1,912 | $2,369-19.3% | $3,023-36.8% | $2,755-30.6% |
| Participant deferral / active EE | $2,764 | $4,118-32.9% | $5,053-45.3% | $4,296-35.6% |
| Admin fee / account holder | $2,948 | $8,049-63.4% | $9,451-68.8% | $6,918-57.4% |