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 | $25,960 | $157,256-83.5% | $141,162-81.6% | $152,861-83.0% |
| Participation rate | 55.0% | 84.8%-29.8pp | 82.5%-27.5pp | 82.4%-27.4pp |
| Annual return | 24.58% | 64.32%-39.7pp | 71.39%-46.8pp | 345.32%-320.7pp |
| Employer contribution / active EE | $1,511 | $5,261-71.3% | $4,735-68.1% | $4,762-68.3% |
| Participant deferral / active EE | $4,049 | $7,109-43.0% | $6,709-39.6% | $5,850-30.8% |
| Admin fee / account holder | $360 | $12,120-97.0% | $10,261-96.5% | $11,596-96.9% |