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 | $81,446-44.2% | $103,374-56.0% | $80,874-43.8% |
| Participation rate | 34.0% | 66.9%-32.8pp | 74.5%-40.5pp | 67.6%-33.6pp |
| Annual return | 53.21% | 25.57%+27.6pp | 24.89%+28.3pp | 35.62%+17.6pp |
| Employer contribution / active EE | $1,248 | $3,107-59.8% | $3,869-67.8% | $2,756-54.7% |
| Participant deferral / active EE | $2,081 | $3,870-46.2% | $5,058-58.9% | $4,297-51.6% |
| Admin fee / account holder | $2,540 | $6,715-62.2% | $8,394-69.7% | $6,935-63.4% |