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 | $74,888-51.4% | $71,209-48.9% | $142,382-74.5% |
| Participation rate | 66.7% | 76.2%-9.6pp | 73.8%-7.1pp | 80.1%-13.5pp |
| Annual return | 17.80% | 345.14%-327.3pp | 282.51%-264.7pp | 217.08%-199.3pp |
| Employer contribution / active EE | $1,996 | $2,854-30.1% | $2,721-26.6% | $4,299-53.6% |
| Participant deferral / active EE | $1,996 | $4,454-55.2% | $4,175-52.2% | $6,507-69.3% |
| Admin fee / account holder | $17,877 | $5,568+221.0% | $5,349+234.2% | $12,624+41.6% |