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 | $15,109 | $109,327-86.2% | $89,391-83.1% | $158,922-90.5% |
| Participation rate | 54.5% | 74.3%-19.7pp | 68.0%-13.4pp | 82.0%-27.4pp |
| Annual return | 29.33% | 345.68%-316.3pp | 245.62%-216.3pp | 302.83%-273.5pp |
| Employer contribution / active EE | $1,176 | $3,170-62.9% | $2,586-54.5% | $4,761-75.3% |
| Participant deferral / active EE | $3,040 | $4,598-33.9% | $3,890-21.9% | $5,982-49.2% |
| Admin fee / account holder | $1,780 | $6,153-71.1% | $4,881-63.5% | $11,246-84.2% |