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 | $27,513 | $29,667-7.3% | $56,441-51.3% | $80,874-66.0% |
| Participation rate | 55.2% | 41.7%+13.6pp | 52.5%+2.7pp | 67.6%-12.4pp |
| Annual return | 10.64% | 35.22%-24.6pp | 1704.21%-1693.6pp | 35.62%-25.0pp |
| Employer contribution / active EE | $1,381 | $669+106.4% | $1,039+32.9% | $2,756-49.9% |
| Participant deferral / active EE | $2,624 | $1,227+113.9% | $1,953+34.3% | $4,297-38.9% |
| Admin fee / account holder | $1,069 | $2,429-56.0% | $2,829-62.2% | $6,935-84.6% |