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 | $39,438 | $98,750-60.1% | $149,696-73.7% | $79,858-50.6% |
| Participation rate | 59.5% | 75.8%-16.3pp | 82.5%-23.0pp | 69.6%-10.2pp |
| Annual return | 23.74% | 27.43%-3.7pp | 276.60%-252.9pp | 31.71%-8.0pp |
| Employer contribution / active EE | $2,457 | $3,216-23.6% | $4,644-47.1% | $2,471-0.6% |
| Participant deferral / active EE | $4,463 | $5,680-21.4% | $6,842-34.8% | $3,740+19.3% |
| Admin fee / account holder | $1,697 | $6,053-72.0% | $9,309-81.8% | $5,306-68.0% |