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 | $29,674 | $106,515-72.1% | $96,683-69.3% | $139,434-78.7% |
| Participation rate | 50.0% | 77.8%-27.8pp | 74.3%-24.3pp | 80.3%-30.3pp |
| Annual return | 27.83% | 38.43%-10.6pp | 35.69%-7.9pp | 372.94%-345.1pp |
| Employer contribution / active EE | $1,595 | $4,103-61.1% | $3,737-57.3% | $4,751-66.4% |
| Participant deferral / active EE | $2,083 | $5,454-61.8% | $4,878-57.3% | $6,710-69.0% |
| Admin fee / account holder | $851 | $7,877-89.2% | $6,730-87.4% | $11,403-92.5% |