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 8-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 | $29,974 | $127,065-76.4% | $113,168-73.5% | $142,382-78.9% |
| Participation rate | 50.0% | 79.2%-29.2pp | 76.6%-26.6pp | 80.1%-30.1pp |
| Annual return | 39.92% | 24.03%+15.9pp | 24.27%+15.7pp | 217.08%-177.2pp |
| Employer contribution / active EE | $1,718 | $3,442-50.1% | $2,975-42.3% | $4,299-60.0% |
| Participant deferral / active EE | $3,670 | $5,716-35.8% | $5,107-28.1% | $6,507-43.6% |
| Admin fee / account holder | $371 | $15,736-97.6% | $12,068-96.9% | $12,624-97.1% |