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 | $54,959 | $51,638+6.4% | $68,368-19.6% | $82,448-33.3% |
| Participation rate | 31.4% | 63.6%-32.2pp | 73.8%-42.3pp | 68.1%-36.6pp |
| Annual return | 13.95% | 37.53%-23.6pp | 292.57%-278.6pp | 41.64%-27.7pp |
| Employer contribution / active EE | $737 | $2,047-64.0% | $2,649-72.2% | $2,551-71.1% |
| Participant deferral / active EE | $1,902 | $2,914-34.7% | $4,123-53.9% | $4,139-54.1% |
| Admin fee / account holder | $21,429 | $4,643+361.5% | $5,150+316.1% | $7,234+196.2% |