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 | $36,373 | $72,071-49.5% | $68,368-46.8% | $137,256-73.5% |
| Participation rate | 66.7% | 76.2%-9.6pp | 73.8%-7.1pp | 80.0%-13.3pp |
| Annual return | 17.80% | 353.14%-335.3pp | 292.57%-274.8pp | 220.34%-202.5pp |
| Employer contribution / active EE | $1,996 | $2,788-28.4% | $2,649-24.6% | $4,156-52.0% |
| Participant deferral / active EE | $1,996 | $4,410-54.7% | $4,123-51.6% | $6,407-68.8% |
| Admin fee / account holder | $17,877 | $5,336+235.1% | $5,150+247.1% | $12,270+45.7% |