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 | $33,246 | $116,175-71.4% | $93,606-64.5% | $152,861-78.3% |
| Participation rate | 57.1% | 78.0%-20.9pp | 75.8%-18.7pp | 82.4%-25.3pp |
| Annual return | 18.58% | 35.96%-17.4pp | 32.76%-14.2pp | 345.32%-326.7pp |
| Employer contribution / active EE | $1,476 | $3,218-54.1% | $2,718-45.7% | $4,762-69.0% |
| Participant deferral / active EE | $2,691 | $4,603-41.5% | $4,069-33.9% | $5,850-54.0% |
| Admin fee / account holder | $663 | $10,748-93.8% | $7,888-91.6% | $11,596-94.3% |