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 | $17,497 | $65,395-73.2% | $182,532-90.4% | $72,985-76.0% |
| Participation rate | 53.1% | 65.4%-12.3pp | 78.0%-24.9pp | 69.5%-16.4pp |
| Annual return | 172.58% | 27.68%+144.9pp | 148.54%+24.0pp | 81.00%+91.6pp |
| Employer contribution / active EE | $1,168 | $1,911-38.9% | $4,076-71.3% | $2,440-52.1% |
| Participant deferral / active EE | $2,181 | $3,563-38.8% | $5,524-60.5% | $3,607-39.5% |
| Admin fee / account holder | $1,852 | $4,245-56.4% | $8,592-78.4% | $5,124-63.9% |