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 | $21,357 | $95,416-77.6% | $185,823-88.5% | $85,850-75.1% |
| Participation rate | 69.2% | 68.8%+0.5pp | 81.7%-12.5pp | 69.3%-0.1pp |
| Annual return | 14.73% | 23.59%-8.9pp | 122.05%-107.3pp | 318.53%-303.8pp |
| Employer contribution / active EE | $1,978 | $3,314-40.3% | $5,167-61.7% | $2,565-22.9% |
| Participant deferral / active EE | $3,993 | $3,423+16.6% | $5,568-28.3% | $3,952+1.1% |
| Admin fee / account holder | $1,176 | $7,213-83.7% | $16,237-92.8% | $6,260-81.2% |