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 6-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 | $26,062 | $46,553-44.0% | $64,056-59.3% | $75,163-65.3% |
| Participation rate | 42.9% | 65.9%-23.1pp | 72.3%-29.4pp | 67.2%-24.3pp |
| Annual return | 47.96% | 26.03%+21.9pp | 33.69%+14.3pp | 160.62%-112.7pp |
| Employer contribution / active EE | $1,565 | $1,974-20.7% | $2,747-43.0% | $2,670-41.4% |
| Participant deferral / active EE | $2,131 | $2,837-24.9% | $3,880-45.1% | $4,125-48.3% |
| Admin fee / account holder | $813 | $2,952-72.5% | $3,068-73.5% | $5,651-85.6% |