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 | $40,931 | $58,926-30.5% | $97,226-57.9% | $74,495-45.1% |
| Participation rate | 65.9% | 63.5%+2.4pp | 72.7%-6.8pp | 67.2%-1.3pp |
| Annual return | 16.73% | 16.04%+0.7pp | 75.13%-58.4pp | 1364.94%-1348.2pp |
| Employer contribution / active EE | $2,247 | $1,894+18.6% | $2,729-17.6% | $2,623-14.3% |
| Participant deferral / active EE | $3,952 | $3,664+7.9% | $4,264-7.3% | $4,346-9.1% |
| Admin fee / account holder | $757 | $1,974-61.6% | $5,654-86.6% | $1,942-61.0% |