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 | $35,489 | $95,416-62.8% | $185,823-80.9% | $85,850-58.7% |
| Participation rate | 64.5% | 68.8%-4.2pp | 81.7%-17.2pp | 69.3%-4.8pp |
| Annual return | 16.19% | 23.59%-7.4pp | 122.05%-105.9pp | 318.53%-302.3pp |
| Employer contribution / active EE | $1,369 | $3,314-58.7% | $5,167-73.5% | $2,565-46.6% |
| Participant deferral / active EE | $2,914 | $3,423-14.9% | $5,568-47.7% | $3,952-26.3% |
| Admin fee / account holder | $581 | $7,213-91.9% | $16,237-96.4% | $6,260-90.7% |