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 | $24,851 | $157,256-84.2% | $141,162-82.4% | $152,861-83.7% |
| Participation rate | 57.9% | 84.8%-26.9pp | 82.5%-24.6pp | 82.4%-24.6pp |
| Annual return | 32.91% | 64.32%-31.4pp | 71.39%-38.5pp | 345.32%-312.4pp |
| Employer contribution / active EE | $1,793 | $5,261-65.9% | $4,735-62.1% | $4,762-62.3% |
| Participant deferral / active EE | $4,877 | $7,109-31.4% | $6,709-27.3% | $5,850-16.6% |
| Admin fee / account holder | $547 | $12,120-95.5% | $10,261-94.7% | $11,596-95.3% |