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 | $12,094 | $56,060-78.4% | $76,002-84.1% | $80,874-85.0% |
| Participation rate | 54.9% | 62.0%-7.1pp | 69.1%-14.2pp | 67.6%-12.7pp |
| Annual return | 10.23% | 20.54%-10.3pp | 360.07%-349.8pp | 35.62%-25.4pp |
| Employer contribution / active EE | $1,402 | $1,873-25.1% | $2,688-47.8% | $2,756-49.1% |
| Participant deferral / active EE | $1,765 | $3,051-42.2% | $4,257-58.5% | $4,297-58.9% |
| Admin fee / account holder | $6,715 | $5,237+28.2% | $6,414+4.7% | $6,935-3.2% |