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 | $47,930 | $84,685-43.4% | $142,942-66.5% | $67,986-29.5% |
| Participation rate | 60.8% | 61.4%-0.6pp | 76.8%-16.0pp | 57.2%+3.6pp |
| Annual return | 22.51% | 35.89%-13.4pp | 113.70%-91.2pp | 31.67%-9.2pp |
| Employer contribution / active EE | $1,872 | $2,263-17.3% | $4,139-54.8% | $2,019-7.3% |
| Participant deferral / active EE | $3,515 | $3,832-8.3% | $7,128-50.7% | $3,358+4.7% |
| Admin fee / account holder | $1,665 | $3,229-48.4% | $12,475-86.7% | $3,203-48.0% |