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 | $44,006 | $86,929-49.4% | $102,423-57.0% | $80,856-45.6% |
| Participation rate | 43.3% | 72.4%-29.0pp | 76.5%-33.2pp | 67.6%-24.3pp |
| Annual return | 20.30% | 18.88%+1.4pp | 29.32%-9.0pp | 35.59%-15.3pp |
| Employer contribution / active EE | $1,531 | $2,369-35.4% | $3,023-49.4% | $2,755-44.4% |
| Participant deferral / active EE | $2,353 | $4,118-42.9% | $5,053-53.4% | $4,296-45.2% |
| Admin fee / account holder | $1,092 | $8,049-86.4% | $9,451-88.5% | $6,918-84.2% |