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 | $44,749 | $91,190-50.9% | $178,490-74.9% | $79,858-44.0% |
| Participation rate | 41.9% | 69.2%-27.3pp | 81.9%-40.0pp | 69.6%-27.7pp |
| Annual return | 27.62% | 24.19%+3.4pp | 151.07%-123.4pp | 31.71%-4.1pp |
| Employer contribution / active EE | $1,778 | $3,256-45.4% | $5,011-64.5% | $2,471-28.0% |
| Participant deferral / active EE | $4,069 | $3,236+25.7% | $5,202-21.8% | $3,740+8.8% |
| Admin fee / account holder | $541 | $6,751-92.0% | $13,984-96.1% | $5,306-89.8% |