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 | $26,587 | $76,552-65.3% | $123,892-78.5% | $62,891-57.7% |
| Participation rate | 41.8% | 73.0%-31.2pp | 81.4%-39.6pp | 69.3%-27.5pp |
| Annual return | 44.16% | 18.68%+25.5pp | 47.52%-3.4pp | 20.14%+24.0pp |
| Employer contribution / active EE | $1,641 | $2,883-43.1% | $4,617-64.5% | $2,281-28.1% |
| Participant deferral / active EE | $2,797 | $4,840-42.2% | $5,984-53.3% | $3,203-12.7% |
| Admin fee / account holder | $1,801 | $4,826-62.7% | $8,357-78.4% | $4,296-58.1% |