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 | $43,093 | $56,114-23.2% | $96,139-55.2% | $85,850-49.8% |
| Participation rate | 34.4% | 56.7%-22.3pp | 68.4%-34.1pp | 69.3%-34.9pp |
| Annual return | 14.58% | 42.30%-27.7pp | 191.94%-177.4pp | 318.53%-304.0pp |
| Employer contribution / active EE | $1,032 | $1,620-36.3% | $2,797-63.1% | $2,565-59.8% |
| Participant deferral / active EE | $2,561 | $2,859-10.4% | $4,349-41.1% | $3,952-35.2% |
| Admin fee / account holder | $3,229 | $3,768-14.3% | $5,537-41.7% | $6,260-48.4% |