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 | $16,534 | $91,190-81.9% | $178,490-90.7% | $79,858-79.3% |
| Participation rate | 65.0% | 69.2%-4.2pp | 81.9%-16.9pp | 69.6%-4.6pp |
| Annual return | 28.94% | 24.19%+4.8pp | 151.07%-122.1pp | 31.71%-2.8pp |
| Employer contribution / active EE | $1,178 | $3,256-63.8% | $5,011-76.5% | $2,471-52.3% |
| Participant deferral / active EE | $3,200 | $3,236-1.1% | $5,202-38.5% | $3,740-14.4% |
| Admin fee / account holder | $1,547 | $6,751-77.1% | $13,984-88.9% | $5,306-70.8% |