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 8-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 | $28,363 | $109,327-74.1% | $89,391-68.3% | $158,922-82.2% |
| Participation rate | 66.7% | 74.3%-7.6pp | 68.0%-1.3pp | 82.0%-15.3pp |
| Annual return | 14.05% | 345.68%-331.6pp | 245.62%-231.6pp | 302.83%-288.8pp |
| Employer contribution / active EE | $10,130 | $3,170+219.6% | $2,586+291.8% | $4,761+112.8% |
| Participant deferral / active EE | $5,511 | $4,598+19.9% | $3,890+41.7% | $5,982-7.9% |
| Admin fee / account holder | $3,171 | $6,153-48.5% | $4,881-35.0% | $11,246-71.8% |