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 | $19,008 | $34,308-44.6% | $74,701-74.6% | $72,985-74.0% |
| Participation rate | 58.3% | 42.4%+15.9pp | 54.5%+3.9pp | 69.5%-11.2pp |
| Annual return | 23.01% | 26.58%-3.6pp | 752.92%-729.9pp | 81.00%-58.0pp |
| Employer contribution / active EE | $1,060 | $692+53.3% | $1,084-2.2% | $2,440-56.6% |
| Participant deferral / active EE | $1,569 | $1,271+23.4% | $1,964-20.1% | $3,607-56.5% |
| Admin fee / account holder | $2,278 | $2,124+7.3% | $3,333-31.6% | $5,124-55.5% |