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 | $27,168 | $106,890-74.6% | $84,015-67.7% | $152,861-82.2% |
| Participation rate | 66.7% | 75.2%-8.6pp | 69.0%-2.3pp | 82.4%-15.8pp |
| Annual return | 21.94% | 104.99%-83.1pp | 71.31%-49.4pp | 345.32%-323.4pp |
| Employer contribution / active EE | $1,282 | $2,734-53.1% | $1,983-35.4% | $4,762-73.1% |
| Participant deferral / active EE | $4,124 | $4,011+2.8% | $3,239+27.3% | $5,850-29.5% |
| Admin fee / account holder | $574 | $8,285-93.1% | $6,101-90.6% | $11,596-95.1% |