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 | $41,586 | $109,881-62.2% | $150,045-72.3% | $84,808-51.0% |
| Participation rate | 62.5% | 76.1%-13.6pp | 82.3%-19.8pp | 68.3%-5.8pp |
| Annual return | 19.10% | 28.25%-9.1pp | 62.55%-43.4pp | 40.90%-21.8pp |
| Employer contribution / active EE | $1,219 | $3,561-65.8% | $4,693-74.0% | $2,631-53.7% |
| Participant deferral / active EE | $3,404 | $6,636-48.7% | $7,997-57.4% | $4,212-19.2% |
| Admin fee / account holder | $712 | $8,568-91.7% | $13,435-94.7% | $7,344-90.3% |