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 | $46,313 | $96,635-52.1% | $86,612-46.5% | $139,434-66.8% |
| Participation rate | 42.9% | 74.4%-31.5pp | 71.7%-28.8pp | 80.3%-37.5pp |
| Annual return | 12.50% | 106.41%-93.9pp | 591.07%-578.6pp | 372.94%-360.4pp |
| Employer contribution / active EE | $1,283 | $3,263-60.7% | $3,022-57.5% | $4,751-73.0% |
| Participant deferral / active EE | $1,983 | $4,836-59.0% | $4,438-55.3% | $6,710-70.4% |
| Admin fee / account holder | $19,376 | $6,408+202.4% | $5,614+245.1% | $11,403+69.9% |