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 | $22,825 | $106,890-78.6% | $84,015-72.8% | $152,861-85.1% |
| Participation rate | 66.7% | 75.2%-8.6pp | 69.0%-2.3pp | 82.4%-15.8pp |
| Annual return | 19.24% | 104.99%-85.8pp | 71.31%-52.1pp | 345.32%-326.1pp |
| Employer contribution / active EE | $1,516 | $2,734-44.5% | $1,983-23.6% | $4,762-68.2% |
| Participant deferral / active EE | $3,214 | $4,011-19.9% | $3,239-0.8% | $5,850-45.1% |
| Admin fee / account holder | $5,393 | $8,285-34.9% | $6,101-11.6% | $11,596-53.5% |