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 | $29,159 | $52,279-44.2% | $89,391-67.4% | $79,858-63.5% |
| Participation rate | 58.6% | 57.5%+1.1pp | 68.0%-9.4pp | 69.6%-11.0pp |
| Annual return | 19.43% | 22.16%-2.7pp | 245.62%-226.2pp | 31.71%-12.3pp |
| Employer contribution / active EE | $879 | $1,572-44.1% | $2,586-66.0% | $2,471-64.4% |
| Participant deferral / active EE | $1,591 | $2,740-41.9% | $3,890-59.1% | $3,740-57.5% |
| Admin fee / account holder | $535 | $3,356-84.1% | $4,881-89.0% | $5,306-89.9% |