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 | $23,651 | $89,355-73.5% | $141,162-83.2% | $72,985-67.6% |
| Participation rate | 48.1% | 75.1%-27.0pp | 82.5%-34.3pp | 69.5%-21.3pp |
| Annual return | 34.04% | 111.85%-77.8pp | 71.39%-37.4pp | 81.00%-47.0pp |
| Employer contribution / active EE | $1,407 | $3,114-54.8% | $4,735-70.3% | $2,440-42.3% |
| Participant deferral / active EE | $3,067 | $5,418-43.4% | $6,709-54.3% | $3,607-15.0% |
| Admin fee / account holder | $1,168 | $5,958-80.4% | $10,261-88.6% | $5,124-77.2% |