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 | $23,176 | $56,114-58.7% | $96,139-75.9% | $85,850-73.0% |
| Participation rate | 63.9% | 56.7%+7.2pp | 68.4%-4.6pp | 69.3%-5.4pp |
| Annual return | 12.32% | 42.30%-30.0pp | 191.94%-179.6pp | 318.53%-306.2pp |
| Employer contribution / active EE | $1,429 | $1,620-11.8% | $2,797-48.9% | $2,565-44.3% |
| Participant deferral / active EE | $2,598 | $2,859-9.1% | $4,349-40.3% | $3,952-34.3% |
| Admin fee / account holder | $557 | $3,768-85.2% | $5,537-89.9% | $6,260-91.1% |