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 | $43,295 | $58,208-25.6% | $81,812-47.1% | $80,856-46.5% |
| Participation rate | 67.1% | 63.4%+3.7pp | 72.3%-5.3pp | 67.6%-0.5pp |
| Annual return | 11.09% | 41.66%-30.6pp | 773.79%-762.7pp | 35.59%-24.5pp |
| Employer contribution / active EE | $1,266 | $2,340-45.9% | $2,912-56.5% | $2,755-54.1% |
| Participant deferral / active EE | $1,721 | $3,281-47.5% | $4,319-60.1% | $4,296-59.9% |
| Admin fee / account holder | $540 | $4,981-89.2% | $7,386-92.7% | $6,918-92.2% |