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 | $38,619 | $87,013-55.6% | $106,213-63.6% | $80,856-52.2% |
| Participation rate | 67.4% | 70.4%-3.0pp | 75.3%-7.9pp | 67.6%-0.2pp |
| Annual return | 147.74% | 17.05%+130.7pp | 116.14%+31.6pp | 35.59%+112.1pp |
| Employer contribution / active EE | $1,181 | $2,395-50.7% | $3,171-62.8% | $2,755-57.1% |
| Participant deferral / active EE | $2,820 | $3,986-29.2% | $5,016-43.8% | $4,296-34.3% |
| Admin fee / account holder | $851 | $8,431-89.9% | $11,033-92.3% | $6,918-87.7% |