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 | $43,374 | $81,460-46.8% | $103,333-58.0% | $80,856-46.4% |
| Participation rate | 58.7% | 66.8%-8.2pp | 74.5%-15.8pp | 67.6%-9.0pp |
| Annual return | 10.76% | 25.55%-14.8pp | 24.88%-14.1pp | 35.59%-24.8pp |
| Employer contribution / active EE | $1,860 | $3,105-40.1% | $3,868-51.9% | $2,755-32.5% |
| Participant deferral / active EE | $3,553 | $3,869-8.2% | $5,057-29.7% | $4,296-17.3% |
| Admin fee / account holder | $16,127 | $6,566+145.6% | $8,355+93.0% | $6,918+133.1% |