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 | $15,453 | $81,632-81.1% | $70,449-78.1% | $158,922-90.3% |
| Participation rate | 46.2% | 77.7%-31.6pp | 75.1%-28.9pp | 82.0%-35.8pp |
| Annual return | 21.96% | 208.40%-186.4pp | 109.03%-87.1pp | 302.83%-280.9pp |
| Employer contribution / active EE | $1,852 | $3,217-42.4% | $2,737-32.3% | $4,761-61.1% |
| Participant deferral / active EE | $4,625 | $4,554+1.6% | $3,709+24.7% | $5,982-22.7% |
| Admin fee / account holder | $1,352 | $6,193-78.2% | $3,845-64.8% | $11,246-88.0% |