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 | $72,717 | $70,475+3.2% | $100,516-27.7% | $79,858-8.9% |
| Participation rate | 48.8% | 73.7%-24.8pp | 79.4%-30.6pp | 69.6%-20.8pp |
| Annual return | 12.79% | 21.90%-9.1pp | 30.89%-18.1pp | 31.71%-18.9pp |
| Employer contribution / active EE | $0 | $2,165-100.0% | $3,418-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,308 | $5,181-55.4% | $6,270-63.2% | $3,740-38.3% |
| Admin fee / account holder | $13,047 | $4,478+191.3% | $8,081+61.4% | $5,306+145.9% |