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 | $37,421 | $110,483-66.1% | $145,433-74.3% | $79,634-53.0% |
| Participation rate | 34.5% | 71.1%-36.6pp | 82.1%-47.6pp | 62.5%-28.0pp |
| Annual return | 38.63% | 24.62%+14.0pp | 66.58%-27.9pp | 36.46%+2.2pp |
| Employer contribution / active EE | $1,232 | $4,053-69.6% | $4,554-73.0% | $2,529-51.3% |
| Participant deferral / active EE | $2,163 | $7,216-70.0% | $7,897-72.6% | $3,835-43.6% |
| Admin fee / account holder | $4,503 | $680+562.1% | $13,129-65.7% | $1,002+349.5% |