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 | $29,932 | $106,515-71.9% | $96,683-69.0% | $139,434-78.5% |
| Participation rate | 63.6% | 77.8%-14.2pp | 74.3%-10.7pp | 80.3%-16.7pp |
| Annual return | 13.37% | 38.43%-25.1pp | 35.69%-22.3pp | 372.94%-359.6pp |
| Employer contribution / active EE | $3,853 | $4,103-6.1% | $3,737+3.1% | $4,751-18.9% |
| Participant deferral / active EE | $5,667 | $5,454+3.9% | $4,878+16.2% | $6,710-15.5% |
| Admin fee / account holder | $6,672 | $7,877-15.3% | $6,730-0.9% | $11,403-41.5% |