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 | $72,511 | $108,919-33.4% | $100,391-27.8% | $145,922-50.3% |
| Participation rate | 58.3% | 82.9%-24.6pp | 81.5%-23.1pp | 80.3%-21.9pp |
| Annual return | 16.67% | 57.88%-41.2pp | 49.20%-32.5pp | 561.29%-544.6pp |
| Employer contribution / active EE | $0 | $4,419-100.0% | $3,942-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $12,066 | $8,445+42.9% | $8,082+49.3% | $6,688+80.4% |
| Admin fee / account holder | $33,512 | $9,689+245.9% | $7,899+324.3% | $13,397+150.1% |