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 | $52,842 | $105,931-50.1% | $81,930-35.5% | $158,922-66.7% |
| Participation rate | 50.0% | 75.6%-25.6pp | 72.0%-22.0pp | 82.0%-32.0pp |
| Annual return | 27.99% | 38.17%-10.2pp | 29.49%-1.5pp | 302.83%-274.8pp |
| Employer contribution / active EE | $3,930 | $7,800-49.6% | $4,310-8.8% | $4,761-17.5% |
| Participant deferral / active EE | $6,950 | $13,003-46.6% | $7,107-2.2% | $5,982+16.2% |
| Admin fee / account holder | $520 | $8,489-93.9% | $5,158-89.9% | $11,246-95.4% |