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 | $9,266 | $37,426-75.2% | $77,482-88.0% | $79,858-88.4% |
| Participation rate | 69.0% | 41.5%+27.5pp | 54.2%+14.9pp | 69.6%-0.6pp |
| Annual return | 19.76% | 39.70%-19.9pp | 54.79%-35.0pp | 31.71%-12.0pp |
| Employer contribution / active EE | $888 | $637+39.5% | $986-10.0% | $2,471-64.1% |
| Participant deferral / active EE | $928 | $1,260-26.3% | $1,861-50.1% | $3,740-75.2% |
| Admin fee / account holder | $1,219 | $2,504-51.3% | $2,858-57.3% | $5,306-77.0% |