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 | $56,021 | $89,753-37.6% | $107,525-47.9% | $84,808-33.9% |
| Participation rate | 59.6% | 68.1%-8.5pp | 75.1%-15.5pp | 68.3%-8.7pp |
| Annual return | 22.58% | 29.48%-6.9pp | 181.32%-158.7pp | 40.90%-18.3pp |
| Employer contribution / active EE | $2,093 | $3,113-32.8% | $3,754-44.2% | $2,631-20.5% |
| Participant deferral / active EE | $4,750 | $4,056+17.1% | $5,116-7.2% | $4,212+12.8% |
| Admin fee / account holder | $7,044 | $7,222-2.5% | $8,919-21.0% | $7,344-4.1% |