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 | $35,481 | $24,730+43.5% | $66,042-46.3% | $84,808-58.2% |
| Participation rate | 38.3% | 68.1%-29.8pp | 67.5%-29.2pp | 68.3%-30.0pp |
| Annual return | 14.77% | 79.55%-64.8pp | 52.11%-37.3pp | 40.90%-26.1pp |
| Employer contribution / active EE | $545 | $857-36.4% | $1,579-65.5% | $2,631-79.3% |
| Participant deferral / active EE | $1,130 | $1,737-34.9% | $2,835-60.1% | $4,212-73.2% |
| Admin fee / account holder | $1,086 | $3,014-64.0% | $5,747-81.1% | $7,344-85.2% |