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 | $34,296 | $67,606-49.3% | $82,313-58.3% | $70,131-51.1% |
| Participation rate | 67.6% | 72.8%-5.2pp | 76.9%-9.3pp | 69.5%-2.0pp |
| Annual return | 32.41% | 21.57%+10.8pp | 25.88%+6.5pp | 73.14%-40.7pp |
| Employer contribution / active EE | $2,691 | $1,755+53.4% | $2,428+10.8% | $2,342+14.9% |
| Participant deferral / active EE | $4,785 | $2,987+60.2% | $3,706+29.1% | $3,332+43.6% |
| Admin fee / account holder | $1,502 | $4,512-66.7% | $5,608-73.2% | $4,645-67.7% |