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 7-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 | $20,734 | $100,852-79.4% | $90,404-77.1% | $158,922-87.0% |
| Participation rate | 66.7% | 75.0%-8.4pp | 72.7%-6.0pp | 82.0%-15.3pp |
| Annual return | 20.25% | 1724.20%-1704.0pp | 1293.02%-1272.8pp | 302.83%-282.6pp |
| Employer contribution / active EE | $2,319 | $3,689-37.1% | $3,262-28.9% | $4,761-51.3% |
| Participant deferral / active EE | $4,090 | $4,348-5.9% | $3,963+3.2% | $5,982-31.6% |
| Admin fee / account holder | $7,088 | $6,501+9.0% | $5,611+26.3% | $11,246-37.0% |