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 | $74,531 | $83,902-11.2% | $167,512-55.5% | $84,808-12.1% |
| Participation rate | 68.3% | 66.5%+1.8pp | 77.1%-8.8pp | 68.3%0pp |
| Annual return | 16.40% | 91.55%-75.1pp | 1615.79%-1599.4pp | 40.90%-24.5pp |
| Employer contribution / active EE | $1,837 | $2,264-18.9% | $3,882-52.7% | $2,631-30.2% |
| Participant deferral / active EE | $4,359 | $4,442-1.9% | $6,405-31.9% | $4,212+3.5% |
| Admin fee / account holder | $6,525 | $7,915-17.6% | $9,769-33.2% | $7,344-11.1% |