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 | $22,355 | $109,327-79.6% | $89,391-75.0% | $158,922-85.9% |
| Participation rate | 66.7% | 74.3%-7.6pp | 68.0%-1.3pp | 82.0%-15.3pp |
| Annual return | 22.31% | 345.68%-323.4pp | 245.62%-223.3pp | 302.83%-280.5pp |
| Employer contribution / active EE | $1,641 | $3,170-48.2% | $2,586-36.5% | $4,761-65.5% |
| Participant deferral / active EE | $5,193 | $4,598+12.9% | $3,890+33.5% | $5,982-13.2% |
| Admin fee / account holder | $421 | $6,153-93.2% | $4,881-91.4% | $11,246-96.3% |