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 | $60,462 | $62,127-2.7% | $81,382-25.7% | $74,495-18.8% |
| Participation rate | 32.7% | 64.0%-31.4pp | 69.5%-36.8pp | 67.2%-34.5pp |
| Annual return | 13.01% | 16.48%-3.5pp | 24.73%-11.7pp | 1364.94%-1351.9pp |
| Employer contribution / active EE | $584 | $1,882-69.0% | $2,463-76.3% | $2,623-77.7% |
| Participant deferral / active EE | $1,439 | $3,229-55.4% | $3,883-62.9% | $4,346-66.9% |
| Admin fee / account holder | $4,913 | $1,934+154.0% | $5,768-14.8% | $1,942+153.0% |