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 | $21,893 | $76,407-71.3% | $150,298-85.4% | $82,448-73.4% |
| Participation rate | 67.0% | 66.4%+0.6pp | 77.8%-10.7pp | 68.1%-1.0pp |
| Annual return | 33.28% | 39.99%-6.7pp | 62.79%-29.5pp | 41.64%-8.4pp |
| Employer contribution / active EE | $3,509 | $2,614+34.2% | $4,154-15.5% | $2,551+37.6% |
| Participant deferral / active EE | $4,121 | $3,214+28.2% | $5,453-24.4% | $4,139-0.4% |
| Admin fee / account holder | $594 | $6,352-90.7% | $14,116-95.8% | $7,234-91.8% |