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 | $42,778 | $158,817-73.1% | $121,196-64.7% | $135,375-68.4% |
| Participation rate | 60.0% | 79.3%-19.3pp | 71.7%-11.7pp | 82.6%-22.6pp |
| Annual return | 12.29% | -0.64%+12.9pp | 16.93%-4.6pp | 519.73%-507.4pp |
| Employer contribution / active EE | $2,091 | $5,665-63.1% | $4,022-48.0% | $4,779-56.2% |
| Participant deferral / active EE | $3,613 | $4,005-9.8% | $3,344+8.0% | $5,609-35.6% |
| Admin fee / account holder | $2,067 | $6,512-68.3% | $5,019-58.8% | $10,827-80.9% |