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 | $13,847 | $58,208-76.2% | $81,812-83.1% | $80,856-82.9% |
| Participation rate | 63.3% | 63.4%-0.1pp | 72.3%-9.0pp | 67.6%-4.3pp |
| Annual return | 17.19% | 41.66%-24.5pp | 773.79%-756.6pp | 35.59%-18.4pp |
| Employer contribution / active EE | $1,702 | $2,340-27.3% | $2,912-41.6% | $2,755-38.2% |
| Participant deferral / active EE | $2,736 | $3,281-16.6% | $4,319-36.7% | $4,296-36.3% |
| Admin fee / account holder | $2,811 | $4,981-43.6% | $7,386-61.9% | $6,918-59.4% |