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 | $16,121 | $48,046-66.4% | $84,611-80.9% | $72,985-77.9% |
| Participation rate | 51.4% | 57.6%-6.2pp | 68.2%-16.9pp | 69.5%-18.1pp |
| Annual return | 28.65% | 37.38%-8.7pp | 258.74%-230.1pp | 81.00%-52.4pp |
| Employer contribution / active EE | $2,054 | $1,602+28.2% | $2,652-22.5% | $2,440-15.8% |
| Participant deferral / active EE | $2,731 | $2,680+1.9% | $3,899-29.9% | $3,607-24.3% |
| Admin fee / account holder | $769 | $3,395-77.3% | $4,912-84.3% | $5,124-85.0% |