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 | $26,593 | $98,750-73.1% | $149,696-82.2% | $79,858-66.7% |
| Participation rate | 66.7% | 75.8%-9.1pp | 82.5%-15.8pp | 69.6%-3.0pp |
| Annual return | 31.46% | 27.43%+4.0pp | 276.60%-245.1pp | 31.71%-0.3pp |
| Employer contribution / active EE | $1,455 | $3,216-54.8% | $4,644-68.7% | $2,471-41.1% |
| Participant deferral / active EE | $2,571 | $5,680-54.7% | $6,842-62.4% | $3,740-31.3% |
| Admin fee / account holder | $2,312 | $6,053-61.8% | $9,309-75.2% | $5,306-56.4% |