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 | $29,533 | $72,492-59.3% | $87,100-66.1% | $72,985-59.5% |
| Participation rate | 64.9% | 72.8%-7.9pp | 76.9%-12.0pp | 69.5%-4.6pp |
| Annual return | 24.68% | 24.46%+0.2pp | 28.19%-3.5pp | 81.00%-56.3pp |
| Employer contribution / active EE | $1,137 | $1,894-39.9% | $2,521-54.9% | $2,440-53.4% |
| Participant deferral / active EE | $2,438 | $3,270-25.4% | $4,049-39.8% | $3,607-32.4% |
| Admin fee / account holder | $945 | $5,055-81.3% | $7,497-87.4% | $5,124-81.6% |