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 | $35,983 | $115,770-68.9% | $101,248-64.5% | $158,922-77.4% |
| Participation rate | 61.1% | 79.4%-18.3pp | 75.8%-14.7pp | 82.0%-20.8pp |
| Annual return | 26.85% | 56.14%-29.3pp | 46.47%-19.6pp | 302.83%-276.0pp |
| Employer contribution / active EE | $1,983 | $4,175-52.5% | $3,660-45.8% | $4,761-58.3% |
| Participant deferral / active EE | $3,315 | $4,957-33.1% | $4,370-24.1% | $5,982-44.6% |
| Admin fee / account holder | $3,316 | $7,245-54.2% | $5,945-44.2% | $11,246-70.5% |