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 | $22,909 | $56,114-59.2% | $96,139-76.2% | $85,850-73.3% |
| Participation rate | 52.9% | 56.7%-3.8pp | 68.4%-15.5pp | 69.3%-16.4pp |
| Annual return | 15.17% | 42.30%-27.1pp | 191.94%-176.8pp | 318.53%-303.4pp |
| Employer contribution / active EE | $1,106 | $1,620-31.7% | $2,797-60.4% | $2,565-56.9% |
| Participant deferral / active EE | $2,255 | $2,859-21.1% | $4,349-48.1% | $3,952-42.9% |
| Admin fee / account holder | $1,569 | $3,768-58.4% | $5,537-71.7% | $6,260-74.9% |