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 | $46,718 | $83,477-44.0% | $125,175-62.7% | $72,985-36.0% |
| Participation rate | 42.9% | 73.3%-30.5pp | 79.8%-36.9pp | 69.5%-26.6pp |
| Annual return | 30.14% | 25.78%+4.4pp | 43.79%-13.6pp | 81.00%-50.9pp |
| Employer contribution / active EE | $1,288 | $2,345-45.1% | $3,865-66.7% | $2,440-47.2% |
| Participant deferral / active EE | $3,178 | $3,585-11.4% | $4,937-35.6% | $3,607-11.9% |
| Admin fee / account holder | $597 | $5,517-89.2% | $9,702-93.8% | $5,124-88.3% |