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 | $25,985 | $72,277-64.0% | $101,248-74.3% | $79,858-67.5% |
| Participation rate | 69.6% | 68.5%+1.1pp | 75.8%-6.2pp | 69.6%-0.1pp |
| Annual return | 38.12% | 22.30%+15.8pp | 46.47%-8.4pp | 31.71%+6.4pp |
| Employer contribution / active EE | $1,377 | $2,692-48.8% | $3,660-62.4% | $2,471-44.3% |
| Participant deferral / active EE | $4,593 | $3,282+40.0% | $4,370+5.1% | $3,740+22.8% |
| Admin fee / account holder | $1,763 | $4,400-59.9% | $5,945-70.3% | $5,306-66.8% |