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 | $60,961 | $100,773-39.5% | $88,946-31.5% | $142,382-57.2% |
| Participation rate | 62.5% | 74.3%-11.8pp | 68.8%-6.3pp | 80.1%-17.6pp |
| Annual return | 11.77% | 70.18%-58.4pp | 57.82%-46.0pp | 217.08%-205.3pp |
| Employer contribution / active EE | $4,571 | $2,918+56.7% | $2,555+78.9% | $4,299+6.3% |
| Participant deferral / active EE | $9,216 | $5,230+76.2% | $4,581+101.2% | $6,507+41.6% |
| Admin fee / account holder | $525 | $9,693-94.6% | $8,261-93.6% | $12,624-95.8% |