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 | $30,565 | $85,022-64.1% | $70,515-56.7% | $139,434-78.1% |
| Participation rate | 69.2% | 73.9%-4.7pp | 68.3%+0.9pp | 80.3%-11.1pp |
| Annual return | 13.63% | 30.38%-16.8pp | 32.77%-19.1pp | 372.94%-359.3pp |
| Employer contribution / active EE | $1,487 | $3,909-61.9% | $2,973-50.0% | $4,751-68.7% |
| Participant deferral / active EE | $5,578 | $5,890-5.3% | $4,567+22.2% | $6,710-16.9% |
| Admin fee / account holder | $1,351 | $8,906-84.8% | $6,412-78.9% | $11,403-88.2% |