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 | $48,834 | $121,625-59.8% | $104,607-53.3% | $158,922-69.3% |
| Participation rate | 60.0% | 77.5%-17.5pp | 74.1%-14.1pp | 82.0%-22.0pp |
| Annual return | 24.84% | 465.26%-440.4pp | 340.46%-315.6pp | 302.83%-278.0pp |
| Employer contribution / active EE | $2,129 | $3,163-32.7% | $2,681-20.6% | $4,761-55.3% |
| Participant deferral / active EE | $6,384 | $4,177+52.8% | $3,740+70.7% | $5,982+6.7% |
| Admin fee / account holder | $2,753 | $7,787-64.6% | $6,473-57.5% | $11,246-75.5% |