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 | $55,701 | $68,719-18.9% | $91,541-39.2% | $84,808-34.3% |
| Participation rate | 44.7% | 64.5%-19.8pp | 69.8%-25.0pp | 68.3%-23.6pp |
| Annual return | 19.85% | 19.12%+0.7pp | 20.50%-0.6pp | 40.90%-21.0pp |
| Employer contribution / active EE | $1,521 | $1,920-20.8% | $2,505-39.3% | $2,631-42.2% |
| Participant deferral / active EE | $3,338 | $3,136+6.5% | $4,008-16.7% | $4,212-20.7% |
| Admin fee / account holder | $349 | $5,786-94.0% | $6,956-95.0% | $7,344-95.3% |