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 | $28,572 | $103,376-72.4% | $87,100-67.2% | $152,861-81.3% |
| Participation rate | 55.6% | 79.3%-23.8pp | 76.9%-21.3pp | 82.4%-26.9pp |
| Annual return | 34.63% | 28.10%+6.5pp | 28.19%+6.4pp | 345.32%-310.7pp |
| Employer contribution / active EE | $1,693 | $3,220-47.4% | $2,521-32.9% | $4,762-64.5% |
| Participant deferral / active EE | $3,893 | $4,778-18.5% | $4,049-3.8% | $5,850-33.5% |
| Admin fee / account holder | $4,191 | $12,205-65.7% | $7,497-44.1% | $11,596-63.9% |