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 | $49,179 | $107,334-54.2% | $92,893-47.1% | $152,861-67.8% |
| Participation rate | 66.7% | 79.8%-13.1pp | 76.0%-9.3pp | 82.4%-15.8pp |
| Annual return | 21.75% | 145.58%-123.8pp | 109.41%-87.7pp | 345.32%-323.6pp |
| Employer contribution / active EE | $2,483 | $4,221-41.2% | $3,653-32.0% | $4,762-47.9% |
| Participant deferral / active EE | $7,585 | $4,845+56.6% | $4,236+79.0% | $5,850+29.6% |
| Admin fee / account holder | $2,985 | $7,079-57.8% | $5,794-48.5% | $11,596-74.3% |