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 | $33,435 | $209,411-84.0% | $178,490-81.3% | $158,922-79.0% |
| Participation rate | 55.6% | 86.3%-30.8pp | 81.9%-26.4pp | 82.0%-26.4pp |
| Annual return | 7.09% | 188.75%-181.7pp | 151.07%-144.0pp | 302.83%-295.7pp |
| Employer contribution / active EE | $3,436 | $5,706-39.8% | $5,011-31.4% | $4,761-27.8% |
| Participant deferral / active EE | $6,109 | $5,954+2.6% | $5,202+17.5% | $5,982+2.1% |
| Admin fee / account holder | $12,961 | $17,074-24.1% | $13,984-7.3% | $11,246+15.3% |