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 | $55,404 | $93,571-40.8% | $135,903-59.2% | $75,163-26.3% |
| Participation rate | 69.4% | 75.2%-5.7pp | 81.9%-12.5pp | 67.2%+2.3pp |
| Annual return | 20.85% | 30.90%-10.1pp | 68.23%-47.4pp | 160.62%-139.8pp |
| Employer contribution / active EE | $2,970 | $3,537-16.0% | $4,856-38.8% | $2,670+11.2% |
| Participant deferral / active EE | $3,851 | $6,404-39.9% | $7,758-50.4% | $4,125-6.7% |
| Admin fee / account holder | $407 | $6,975-94.2% | $10,762-96.2% | $5,651-92.8% |