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 | $39,600 | $98,750-59.9% | $149,696-73.5% | $79,858-50.4% |
| Participation rate | 59.4% | 75.8%-16.4pp | 82.5%-23.1pp | 69.6%-10.3pp |
| Annual return | 16.92% | 27.43%-10.5pp | 276.60%-259.7pp | 31.71%-14.8pp |
| Employer contribution / active EE | $2,285 | $3,216-29.0% | $4,644-50.8% | $2,471-7.5% |
| Participant deferral / active EE | $4,774 | $5,680-16.0% | $6,842-30.2% | $3,740+27.6% |
| Admin fee / account holder | $2,929 | $6,053-51.6% | $9,309-68.5% | $5,306-44.8% |