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 | $28,016 | $56,114-50.1% | $96,139-70.9% | $85,850-67.4% |
| Participation rate | 50.5% | 56.7%-6.2pp | 68.4%-17.9pp | 69.3%-18.8pp |
| Annual return | 17.55% | 42.30%-24.8pp | 191.94%-174.4pp | 318.53%-301.0pp |
| Employer contribution / active EE | $1,129 | $1,620-30.3% | $2,797-59.6% | $2,565-56.0% |
| Participant deferral / active EE | $2,264 | $2,859-20.8% | $4,349-47.9% | $3,952-42.7% |
| Admin fee / account holder | $394 | $3,768-89.5% | $5,537-92.9% | $6,260-93.7% |