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 6-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 | $28,930 | $51,175-43.5% | $70,515-59.0% | $75,163-61.5% |
| Participation rate | 32.9% | 60.9%-28.1pp | 68.3%-35.5pp | 67.2%-34.3pp |
| Annual return | 47.62% | 30.02%+17.6pp | 32.77%+14.8pp | 160.62%-113.0pp |
| Employer contribution / active EE | $1,545 | $1,826-15.4% | $2,973-48.0% | $2,670-42.1% |
| Participant deferral / active EE | $2,598 | $2,849-8.8% | $4,567-43.1% | $4,125-37.0% |
| Admin fee / account holder | $451 | $4,091-89.0% | $6,412-93.0% | $5,651-92.0% |