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 8-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 | $19,158 | $115,770-83.5% | $101,248-81.1% | $158,922-87.9% |
| Participation rate | 63.6% | 79.4%-15.7pp | 75.8%-12.2pp | 82.0%-18.3pp |
| Annual return | 17.98% | 56.14%-38.2pp | 46.47%-28.5pp | 302.83%-284.8pp |
| Employer contribution / active EE | $4,020 | $4,175-3.7% | $3,660+9.9% | $4,761-15.6% |
| Participant deferral / active EE | $5,411 | $4,957+9.2% | $4,370+23.8% | $5,982-9.5% |
| Admin fee / account holder | $25,299 | $7,245+249.2% | $5,945+325.5% | $11,246+125.0% |