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 | $54,158 | $100,970-46.4% | $96,576-43.9% | $137,256-60.5% |
| Participation rate | 50.0% | 82.6%-32.6pp | 81.4%-31.4pp | 80.0%-30.0pp |
| Annual return | 13.91% | 38.16%-24.3pp | 38.47%-24.6pp | 220.34%-206.4pp |
| Employer contribution / active EE | $6,990 | $3,809+83.5% | $3,553+96.7% | $4,156+68.2% |
| Participant deferral / active EE | $12,276 | $8,286+48.1% | $7,956+54.3% | $6,407+91.6% |
| Admin fee / account holder | $585,221 | $11,312+5073.5% | $11,381+5042.1% | $12,270+4669.5% |