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 | $44,486 | $102,317-56.5% | $146,958-69.7% | $80,856-45.0% |
| Participation rate | 68.4% | 75.8%-7.4pp | 82.2%-13.7pp | 67.6%+0.8pp |
| Annual return | 31.12% | 134.76%-103.6pp | 418.34%-387.2pp | 35.59%-4.5pp |
| Employer contribution / active EE | $2,876 | $3,713-22.5% | $4,933-41.7% | $2,755+4.4% |
| Participant deferral / active EE | $7,642 | $6,644+15.0% | $8,070-5.3% | $4,296+77.9% |
| Admin fee / account holder | $5,165 | $7,941-35.0% | $12,998-60.3% | $6,918-25.3% |