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 | $21,161 | $54,705-61.3% | $71,209-70.3% | $84,808-75.0% |
| Participation rate | 37.5% | 64.1%-26.6pp | 73.8%-36.3pp | 68.3%-30.8pp |
| Annual return | 83.98% | 35.90%+48.1pp | 282.51%-198.5pp | 40.90%+43.1pp |
| Employer contribution / active EE | $1,086 | $2,158-49.7% | $2,721-60.1% | $2,631-58.7% |
| Participant deferral / active EE | $2,949 | $3,030-2.7% | $4,175-29.4% | $4,212-30.0% |
| Admin fee / account holder | $8,237 | $4,863+69.4% | $5,349+54.0% | $7,344+12.2% |