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 | $18,469 | $48,046-61.6% | $84,611-78.2% | $72,985-74.7% |
| Participation rate | 64.5% | 57.6%+6.9pp | 68.2%-3.7pp | 69.5%-5.0pp |
| Annual return | 26.69% | 37.38%-10.7pp | 258.74%-232.1pp | 81.00%-54.3pp |
| Employer contribution / active EE | $1,886 | $1,602+17.8% | $2,652-28.9% | $2,440-22.7% |
| Participant deferral / active EE | $3,413 | $2,680+27.3% | $3,899-12.5% | $3,607-5.4% |
| Admin fee / account holder | $911 | $3,395-73.2% | $4,912-81.5% | $5,124-82.2% |