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 | $20,594 | $52,279-60.6% | $89,391-77.0% | $79,858-74.2% |
| Participation rate | 47.2% | 57.5%-10.3pp | 68.0%-20.8pp | 69.6%-22.4pp |
| Annual return | 19.69% | 22.16%-2.5pp | 245.62%-225.9pp | 31.71%-12.0pp |
| Employer contribution / active EE | $1,713 | $1,572+9.0% | $2,586-33.7% | $2,471-30.7% |
| Participant deferral / active EE | $2,775 | $2,740+1.3% | $3,890-28.7% | $3,740-25.8% |
| Admin fee / account holder | $1,853 | $3,356-44.8% | $4,881-62.0% | $5,306-65.1% |