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 | $30,438 | $51,175-40.5% | $70,515-56.8% | $75,163-59.5% |
| Participation rate | 59.6% | 60.9%-1.4pp | 68.3%-8.8pp | 67.2%-7.6pp |
| Annual return | 17.30% | 30.02%-12.7pp | 32.77%-15.5pp | 160.62%-143.3pp |
| Employer contribution / active EE | $2,175 | $1,826+19.1% | $2,973-26.9% | $2,670-18.5% |
| Participant deferral / active EE | $4,992 | $2,849+75.2% | $4,567+9.3% | $4,125+21.0% |
| Admin fee / account holder | $2,231 | $4,091-45.5% | $6,412-65.2% | $5,651-60.5% |