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 | $60,169 | $78,422-23.3% | $95,952-37.3% | $79,858-24.7% |
| Participation rate | 39.3% | 73.5%-34.2pp | 77.1%-37.8pp | 69.6%-30.3pp |
| Annual return | 14.35% | 19.37%-5.0pp | 91.61%-77.3pp | 31.71%-17.4pp |
| Employer contribution / active EE | $1,649 | $1,945-15.2% | $2,541-35.1% | $2,471-33.3% |
| Participant deferral / active EE | $3,993 | $3,440+16.1% | $4,167-4.2% | $3,740+6.8% |
| Admin fee / account holder | $10,602 | $5,622+88.6% | $6,795+56.0% | $5,306+99.8% |