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 | $22,077 | $45,073-51.0% | $69,455-68.2% | $72,985-69.8% |
| Participation rate | 48.8% | 68.5%-19.7pp | 74.6%-25.8pp | 69.5%-20.6pp |
| Annual return | 25.00% | 22.65%+2.4pp | 28.97%-4.0pp | 81.00%-56.0pp |
| Employer contribution / active EE | $1,567 | $2,054-23.7% | $2,779-43.6% | $2,440-35.8% |
| Participant deferral / active EE | $2,448 | $2,602-5.9% | $3,535-30.7% | $3,607-32.1% |
| Admin fee / account holder | $697 | $3,056-77.2% | $3,839-81.8% | $5,124-86.4% |