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 6-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 | $19,923 | $69,207-71.2% | $64,056-68.9% | $139,434-85.7% |
| Participation rate | 16.7% | 75.6%-58.9pp | 72.3%-55.6pp | 80.3%-63.7pp |
| Annual return | 15.43% | 45.88%-30.5pp | 33.69%-18.3pp | 372.94%-357.5pp |
| Employer contribution / active EE | $3,346 | $3,182+5.2% | $2,747+21.8% | $4,751-29.6% |
| Participant deferral / active EE | $5,523 | $4,682+18.0% | $3,880+42.4% | $6,710-17.7% |
| Admin fee / account holder | $46,550 | $4,244+996.8% | $3,068+1417.2% | $11,403+308.2% |