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 | $30,048 | $58,851-48.9% | $115,157-73.9% | $72,985-58.8% |
| Participation rate | 41.7% | 65.5%-23.9pp | 75.9%-34.2pp | 69.5%-27.8pp |
| Annual return | 24.07% | 23.16%+0.9pp | 35.60%-11.5pp | 81.00%-56.9pp |
| Employer contribution / active EE | $1,555 | $1,798-13.5% | $3,179-51.1% | $2,440-36.3% |
| Participant deferral / active EE | $3,826 | $2,643+44.8% | $4,168-8.2% | $3,607+6.1% |
| Admin fee / account holder | $1,690 | $6,370-73.5% | $7,088-76.2% | $5,124-67.0% |