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 | $42,334 | $67,411-37.2% | $91,001-53.5% | $70,131-39.6% |
| Participation rate | 46.8% | 71.4%-24.6pp | 75.6%-28.8pp | 69.5%-22.7pp |
| Annual return | 16.34% | -40.16%+56.5pp | 4.60%+11.7pp | 73.14%-56.8pp |
| Employer contribution / active EE | $990 | $1,786-44.6% | $2,456-59.7% | $2,342-57.7% |
| Participant deferral / active EE | $2,168 | $2,823-23.2% | $3,547-38.9% | $3,332-34.9% |
| Admin fee / account holder | $8,308 | $4,236+96.1% | $5,417+53.4% | $4,645+78.8% |