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 | $46,787 | $57,065-18.0% | $75,670-38.2% | $70,131-33.3% |
| Participation rate | 12.9% | 68.1%-55.2pp | 72.3%-59.4pp | 69.5%-56.6pp |
| Annual return | 12.92% | 23.57%-10.6pp | 27.34%-14.4pp | 73.14%-60.2pp |
| Employer contribution / active EE | $2,120 | $1,817+16.7% | $2,352-9.9% | $2,342-9.5% |
| Participant deferral / active EE | $3,350 | $2,580+29.8% | $3,142+6.6% | $3,332+0.5% |
| Admin fee / account holder | $14,496 | $3,825+279.0% | $5,800+149.9% | $4,645+212.1% |