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 | $19,117 | $65,365-70.8% | $92,893-79.4% | $72,985-73.8% |
| Participation rate | 57.7% | 68.3%-10.6pp | 76.0%-18.3pp | 69.5%-11.8pp |
| Annual return | 35.86% | 42.10%-6.2pp | 109.41%-73.6pp | 81.00%-45.1pp |
| Employer contribution / active EE | $2,754 | $2,594+6.1% | $3,653-24.6% | $2,440+12.9% |
| Participant deferral / active EE | $4,214 | $3,128+34.7% | $4,236-0.5% | $3,607+16.8% |
| Admin fee / account holder | $408 | $4,251-90.4% | $5,794-93.0% | $5,124-92.0% |