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 | $34,626 | $197,591-82.5% | $177,821-80.5% | $158,922-78.2% |
| Participation rate | 66.7% | 88.5%-21.9pp | 87.7%-21.1pp | 82.0%-15.3pp |
| Annual return | 8.28% | 58.76%-50.5pp | 48.32%-40.0pp | 302.83%-294.5pp |
| Employer contribution / active EE | $1,567 | $6,697-76.6% | $5,918-73.5% | $4,761-67.1% |
| Participant deferral / active EE | $5,135 | $8,405-38.9% | $7,714-33.4% | $5,982-14.2% |
| Admin fee / account holder | $23,235 | $15,399+50.9% | $12,427+87.0% | $11,246+106.6% |