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 | $34,785 | $46,553-25.3% | $64,056-45.7% | $75,163-53.7% |
| Participation rate | 56.0% | 65.9%-9.9pp | 72.3%-16.3pp | 67.2%-11.2pp |
| Annual return | 21.60% | 26.03%-4.4pp | 33.69%-12.1pp | 160.62%-139.0pp |
| Employer contribution / active EE | $0 | $1,974-100.0% | $2,747-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $8,385 | $2,837+195.6% | $3,880+116.1% | $4,125+103.3% |
| Admin fee / account holder | $426 | $2,952-85.6% | $3,068-86.1% | $5,651-92.5% |