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 | $13,728 | $114,381-88.0% | $107,525-87.2% | $142,382-90.4% |
| Participation rate | 66.7% | 78.1%-11.5pp | 75.1%-8.4pp | 80.1%-13.5pp |
| Annual return | 27.71% | 242.71%-215.0pp | 181.32%-153.6pp | 217.08%-189.4pp |
| Employer contribution / active EE | $1,926 | $4,015-52.0% | $3,754-48.7% | $4,299-55.2% |
| Participant deferral / active EE | $3,630 | $5,564-34.8% | $5,116-29.0% | $6,507-44.2% |
| Admin fee / account holder | $9,115 | $9,860-7.6% | $8,919+2.2% | $12,624-27.8% |