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 | $49,440 | $95,561-48.3% | $77,163-35.9% | $139,434-64.5% |
| Participation rate | 52.6% | 73.9%-21.3pp | 69.6%-16.9pp | 80.3%-27.7pp |
| Annual return | 9.57% | 54.92%-45.4pp | 37.87%-28.3pp | 372.94%-363.4pp |
| Employer contribution / active EE | $2,206 | $3,147-29.9% | $2,535-13.0% | $4,751-53.6% |
| Participant deferral / active EE | $9,280 | $4,624+100.7% | $3,833+142.1% | $6,710+38.3% |
| Admin fee / account holder | $71,556 | $8,295+762.7% | $5,472+1207.6% | $11,403+527.5% |