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 7-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 | $20,143 | $107,334-81.2% | $92,893-78.3% | $152,861-86.8% |
| Participation rate | 66.7% | 79.8%-13.1pp | 76.0%-9.3pp | 82.4%-15.8pp |
| Annual return | 73.16% | 145.58%-72.4pp | 109.41%-36.3pp | 345.32%-272.2pp |
| Employer contribution / active EE | $1,114 | $4,221-73.6% | $3,653-69.5% | $4,762-76.6% |
| Participant deferral / active EE | $2,119 | $4,845-56.3% | $4,236-50.0% | $5,850-63.8% |
| Admin fee / account holder | $11,008 | $7,079+55.5% | $5,794+90.0% | $11,596-5.1% |