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 | $32,969 | $81,446-59.5% | $103,374-68.1% | $80,874-59.2% |
| Participation rate | 56.1% | 66.9%-10.8pp | 74.5%-18.4pp | 67.6%-11.5pp |
| Annual return | 29.66% | 25.57%+4.1pp | 24.89%+4.8pp | 35.62%-6.0pp |
| Employer contribution / active EE | $2,220 | $3,107-28.6% | $3,869-42.6% | $2,756-19.4% |
| Participant deferral / active EE | $3,966 | $3,870+2.5% | $5,058-21.6% | $4,297-7.7% |
| Admin fee / account holder | $4,817 | $6,715-28.3% | $8,394-42.6% | $6,935-30.5% |