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 | $35,510 | $49,922-28.9% | $80,569-55.9% | $75,163-52.8% |
| Participation rate | 58.9% | 55.3%+3.6pp | 67.0%-8.1pp | 67.2%-8.3pp |
| Annual return | 21.54% | 34.69%-13.1pp | 935.43%-913.9pp | 160.62%-139.1pp |
| Employer contribution / active EE | $1,256 | $1,698-26.0% | $2,723-53.9% | $2,670-53.0% |
| Participant deferral / active EE | $2,595 | $2,990-13.2% | $4,447-41.6% | $4,125-37.1% |
| Admin fee / account holder | $658 | $3,577-81.6% | $5,377-87.8% | $5,651-88.4% |