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 | $30,852 | $90,348-65.9% | $75,972-59.4% | $145,922-78.9% |
| Participation rate | 60.0% | 74.5%-14.5pp | 69.1%-9.1pp | 80.3%-20.3pp |
| Annual return | 12.71% | 620.88%-608.2pp | 359.55%-346.8pp | 561.29%-548.6pp |
| Employer contribution / active EE | $3,900 | $3,311+17.8% | $2,685+45.3% | $4,660-16.3% |
| Participant deferral / active EE | $4,995 | $5,162-3.2% | $4,255+17.4% | $6,688-25.3% |
| Admin fee / account holder | $13,641 | $8,467+61.1% | $6,467+110.9% | $13,397+1.8% |