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 | $26,570 | $52,279-49.2% | $89,391-70.3% | $79,858-66.7% |
| Participation rate | 55.1% | 57.5%-2.4pp | 68.0%-12.9pp | 69.6%-14.5pp |
| Annual return | 14.26% | 22.16%-7.9pp | 245.62%-231.4pp | 31.71%-17.5pp |
| Employer contribution / active EE | $1,922 | $1,572+22.3% | $2,586-25.7% | $2,471-22.2% |
| Participant deferral / active EE | $2,956 | $2,740+7.9% | $3,890-24.0% | $3,740-21.0% |
| Admin fee / account holder | $807 | $3,356-75.9% | $4,881-83.5% | $5,306-84.8% |