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 | $27,047 | $81,632-66.9% | $70,449-61.6% | $158,922-83.0% |
| Participation rate | 60.0% | 77.7%-17.7pp | 75.1%-15.1pp | 82.0%-22.0pp |
| Annual return | 10.31% | 208.40%-198.1pp | 109.03%-98.7pp | 302.83%-292.5pp |
| Employer contribution / active EE | $1,265 | $3,217-60.7% | $2,737-53.8% | $4,761-73.4% |
| Participant deferral / active EE | $3,165 | $4,554-30.5% | $3,709-14.7% | $5,982-47.1% |
| Admin fee / account holder | $676 | $6,193-89.1% | $3,845-82.4% | $11,246-94.0% |