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 | $48,720 | $76,367-36.2% | $93,606-48.0% | $72,985-33.2% |
| Participation rate | 52.2% | 71.7%-19.6pp | 75.8%-23.7pp | 69.5%-17.3pp |
| Annual return | 20.88% | 25.82%-4.9pp | 32.76%-11.9pp | 81.00%-60.1pp |
| Employer contribution / active EE | $1,005 | $2,275-55.8% | $2,718-63.0% | $2,440-58.8% |
| Participant deferral / active EE | $1,725 | $3,538-51.2% | $4,069-57.6% | $3,607-52.2% |
| Admin fee / account holder | $1,560 | $6,838-77.2% | $7,888-80.2% | $5,124-69.6% |