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 | $38,907 | $76,000-48.8% | $154,107-74.8% | $64,186-39.4% |
| Participation rate | 61.7% | 70.4%-8.7pp | 83.0%-21.4pp | 69.6%-7.9pp |
| Annual return | 11.91% | 30.32%-18.4pp | 735.12%-723.2pp | 7.63%+4.3pp |
| Employer contribution / active EE | $1,247 | $3,351-62.8% | $5,298-76.5% | $2,381-47.6% |
| Participant deferral / active EE | $1,557 | $3,175-51.0% | $5,081-69.4% | $3,470-55.1% |
| Admin fee / account holder | $3,238 | $5,596-42.1% | $13,411-75.9% | $4,888-33.8% |