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 8-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 | $17,425 | $54,762-68.2% | $90,281-80.7% | $72,985-76.1% |
| Participation rate | 28.3% | 65.1%-36.8pp | 73.3%-44.9pp | 69.5%-41.2pp |
| Annual return | 32.67% | 30.63%+2.0pp | 78.10%-45.4pp | 81.00%-48.3pp |
| Employer contribution / active EE | $1,143 | $2,092-45.4% | $2,854-60.0% | $2,440-53.1% |
| Participant deferral / active EE | $2,296 | $2,887-20.5% | $3,885-40.9% | $3,607-36.3% |
| Admin fee / account holder | $1,038 | $3,972-73.9% | $5,351-80.6% | $5,124-79.7% |