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 | $26,921 | $81,460-67.0% | $103,333-73.9% | $80,856-66.7% |
| Participation rate | 40.0% | 66.8%-26.8pp | 74.5%-34.5pp | 67.6%-27.6pp |
| Annual return | 31.05% | 25.55%+5.5pp | 24.88%+6.2pp | 35.59%-4.5pp |
| Employer contribution / active EE | $1,291 | $3,105-58.4% | $3,868-66.6% | $2,755-53.1% |
| Participant deferral / active EE | $2,538 | $3,869-34.4% | $5,057-49.8% | $4,296-40.9% |
| Admin fee / account holder | $2,388 | $6,566-63.6% | $8,355-71.4% | $6,918-65.5% |