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 | $45,480 | $81,460-44.2% | $103,333-56.0% | $80,856-43.8% |
| Participation rate | 34.0% | 66.8%-32.8pp | 74.5%-40.5pp | 67.6%-33.6pp |
| Annual return | 53.21% | 25.55%+27.7pp | 24.88%+28.3pp | 35.59%+17.6pp |
| Employer contribution / active EE | $1,248 | $3,105-59.8% | $3,868-67.7% | $2,755-54.7% |
| Participant deferral / active EE | $2,081 | $3,869-46.2% | $5,057-58.9% | $4,296-51.6% |
| Admin fee / account holder | $2,540 | $6,566-61.3% | $8,355-69.6% | $6,918-63.3% |